Sr. Private Client Service Client Manager
3 weeks ago
Sr. Private Client Service Client Manager in Opelika, AL. OpportunityThis Jobot Job is hosted by: Robert ReyesAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $70,000 - $80,000 per yearA bit about us:This global professional services firm, headquartered in New York City, operates in various sectors including insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. The company is composed of four main operating entities, each specializing in different areas to provide comprehensive services to clients worldwide. With a workforce of approximately 90,000 employees, the firm has a significant presence in over 130 countries. It is recognized as a leader in its industry, consistently ranking high on various prestigious lists, including the Fortune 500 and Forbes Global 2000Why join us?Medical, dental and vision insurance401K and company match programCompany-paid life and disabilityGenerous paid time off programsEmployee assistance program (EAP)Volunteer paid time off (VTO)Career mobilityEmployee networking groupsTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunitiesJob DetailsJob Details:As a Permanent Sr. Private Client Service Client Manager, you will become a crucial part of our team, delivering top-notch client service and contributing to the growth of our business. This is a dynamic role that requires a high level of dedication, analytical thinking, and the ability to handle multiple tasks simultaneously. You will be responsible for managing accounts, providing coverage analysis and recommendations, handling renewal processes, and resolving accounting discrepancies. In addition, you will need to maintain effective relationships with clients and companies, and manage the marketing process. Responsibilities: Handle account management responsibilities including billing, policy changes, and coverage questions. Provide coverage analysis and recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals. Manage the renewal process and handle cancellation requests. Assist with policy-checking and keep up to date on rates, forms, and coverage changes. Resolve accounting discrepancies. Manage the marketing process. Maintain proper level of communication and build effective relationships with clients and companies. Maintain electronic file systems.Qualifications: 7+ years of experience in a relevant field. High School Diploma required and Bachelor’s degree preferred. Demonstrated knowledge of Property & Casualty Insurance. Extensive knowledge of how insurance products are utilized and administered. Extensive knowledge of markets and marketing techniques. Excellent organizational skills. Proven customer service and relations skills. Ability to research and analyze problems independently. Excellent written and verbal communication skills. Multi-tasking and detail-oriented capabilities. Proficiency with Microsoft Office Suite. Ability to self-check for accuracy. Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability.A Day in the Life:As a Permanent Sr. Private Client Service Client Manager, no two days are the same. You might start your day by handling account management responsibilities, such as billing and policy changes. You could then move on to analyzing coverage and making recommendations, preparing proposals, and negotiating coverage and pricing. In the afternoon, you might resolve accounting discrepancies, manage the marketing process, and maintain communication with clients and companies. Throughout the day, you'll need to be multi-tasking, detail-oriented, and able to self-check for accuracy. Your day will be busy and challenging, but also rewarding as you help our clients navigate their insurance needs.Interested in hearing more? Easy Apply now by clicking the "Apply" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
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