Senior Client Manager – Private Client
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Job Description
Senior Client Manager serving high-net-worth insurance clients for a private client services agency. Managing renewals, coverage analysis, marketing, proposals, client retention, and staff mentorship.
Responsibilities:
- Foster and manage overall client relationships, ensuring business retention and high satisfaction
- Develop new business opportunities for existing clients and prospects
- Initiate renewals and create renewal strategies
- Analyze exposures and develop renewal or new business specifications for marketing
- Conduct marketing, negotiate rates, and review quotes and coverages
- Review policies, determine appropriate coverage, and identify deficiencies
- Review marketing results and prepare proposals
- Finalize proposals and presentations
- Bind insurance coverage and prepare binders or delegate certificate issuance
- Review policies and contracts for accuracy
- Prepare coverage summaries and schedules for clients
- Review accounting history, resolve discrepancies, and contact clients regarding receivable collections
- Provide technical guidance and mentorship to staff
- Participate in the claims process as directed
- Notify the Producer of information related to client retention
- Collect fees and reconcile outstanding balances within 90 days of invoicing
- Maintain complete and accurate agency management system data
- Perform other assigned duties
Requirements:
- Bachelor’s degree or equivalent combination of education and experience
- Five (5) or more years of related work experience in Private Client/High Net-Worth insurance
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Proficient in Microsoft Office Suite
- Knowledge of a wide array of private client customizable coverages
- Excellent verbal and written communication skills
- Good problem-solving and time-management skills
- Good planning, organizational, and prioritization skills
- Strong interpersonal skills
- Ability to build trust and de-escalate concerns
- Ability to work within a team and foster teamwork
- Ability to maintain confidentiality
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