The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.
Your Impact:
Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
Actively service and retain existing accounts to mitigate client risk and exposure
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
Respond to client inquiries, service requests and claims issues within established timelines
Participating in the retention of renewal business
Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
All other duties assigned by PCS Regional Leader as needed
Successful Candidates Will Have:
5+ years’ Personal Lines client management experience
Valid P&C brokers’ license
Extensive knowledge of Private Client underwriting, coverage and procedures and ability to clearly articulate these products/coverages to clients and underwriters
Understanding of marketplace trends and best practices to best meet clients’ needs
Industry specific designations preferred- CAPI, CPRIA, CIC or similar
Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
Demonstrate proficiency in computer applications, especially Microsoft Office Suite
Possess excellent verbal and written communication skills
Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities
Exceptional organization and time-management skills
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.
Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including, for eligible employees, medical, dental, vision, disability, life, and retirement savings. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800.000 - $78,200.00 + bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
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