Senior Private Client Relationship Manager

About the role

We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service.

Responsibilities

• Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability).
• Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families.
• Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations.
• Act as the primary point of contact for clients, providing proactive communication, handling inquiries, and resolving issues efficiently and effectively.
• Collaborate with internal teams, including underwriters, claims adjusters, and other specialists, to ensure seamless client service and optimal outcomes.
• Stay abreast of industry trends, market changes, and new product offerings to provide informed advice and innovative solutions to clients.
• Identify opportunities for cross-selling and up-selling additional insurance products and services to existing clients.
• Participate in new business development activities, including networking and prospecting, to expand the private client portfolio.
• Prepare and deliver client presentations, proposals, and renewal documents with accuracy and professionalism.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• Minimum of 7-10 years of experience in personal lines insurance, with a strong focus on high-net-worth clients.
• Valid Property & Casualty insurance license is required.
• Demonstrated expertise in complex personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialty coverages.
• Proven track record of building and maintaining strong client relationships and exceeding service expectations.
• Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
• Proficiency in agency management systems and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional designations such as CPCU, CPRIA, CISR, or AAI are a plus.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent organizational and time-management abilities.
• Ability to work independently and as part of a team.
• High level of integrity and confidentiality.

Skills

• Strategic thinking and risk management.
• Client relationship management.
• Proposal and presentation skills.
• Collaboration and teamwork.
• Adaptability and continuous learning.

Benefits

• Competitive compensation package.
• Flexible work schedule.
• Professional development opportunities.
• Employee assistance program.
• Health and wellness programs.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The position offers a flexible schedule to accommodate the needs of both the employee and the client base.