Current jobs related to Private Client Relationship Manager - New York - Emigrant Bank
-
Private Client Relationship Manager
3 weeks ago
New York, United States Emigrant Bank Full timePrivate Client Relationship ManagerPosition: Private Client Relationship ManagerDepartment: Personal Risk ManagementReports To: Chief Operating OfficerEmployment Status: Full-Time, ExemptOffice Location: Corporate Office, NYJob SummaryPersonal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance...
-
Private Client Relationship Manager
5 days ago
New York, NY, United States Edrington Full timeOur Craft Edrington's vision is to give more by crafting exceptional ultra-premium spirit brands. The Macallan is our central focus, supported by Highland Park and The Glenrothes in the single malt category. Our portfolio is completed with Brugal rum from the Dominican Republic, Wyoming Whiskey in the American Whiskey category and Valdespino sherry from...
-
Private Client Relationship Manager
1 week ago
New York, NY, United States Emigrant Bank Full timePosition: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk...
-
Private Client Relationship Manager
1 week ago
New York, NY, United States Emigrant Bank Full timePosition: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk...
-
Private Client Relationship Manager
2 days ago
New York, NY, United States Emigrant Bank Full timePosition: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk...
-
Private Client Relationship Manager
3 days ago
New York, NY, United States Emigrant Bank Full timePosition: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk...
-
Private Client Relationship Manager
1 day ago
New Haven, United States Citizens Bank Full timePrivate Client Relationship Manager Client Relationship Manager New Haven, Connecticut
-
Private Client Office Relationship Director
3 days ago
New York, United States Flagstar Bank Full timePrivate Client Office Relationship Director, SVP Private Client Office Relationship Director, SVP role at Flagstar Bank Location: New York, NY 10022 Salary Range: $117,185 - $155,270 - $193,355 Job Summary: The Private Client Office Relationship Director is responsible for driving results with prospective high net worth individuals and businesses through...
-
Private Client Office Relationship Director
3 days ago
New York, United States Flagstar Bank Full timePrivate Client Office Relationship Director, SVP page is loaded## Private Client Office Relationship Director, SVPlocations: New York/320 Park Avenue/time type: Full timeposted on: Posted Todayjob requisition id: 18582**Position Title**Private Client Office Relationship Director, SVP**Location**New York, NY 10022**Job Summary**The Private Client...
-
Private Client Office Relationship Director
1 week ago
New York, United States Flagstar Bank Full timePosition Title Private Client Office Relationship Director Location New York, NY 10022 Job Summary The Private Client Office Relationship Director is responsible for driving results with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage onboarded client...
Private Client Relationship Manager
1 month ago
Private Client Relationship Manager Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific Responsibilities and Duties: Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available. Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts Act as advisor to clients and make recommendations and suggestions best suited for their needs. Respond to any direct communications and lead renewal process Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete. Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients Report claims to carrier and follow up until conclusion. Maintain contact with clients during the process. Ensure that clients are extremely satisfied with the outcome Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies. Communicate result of the appraisal with the client Drive renewal process by analysis of client's insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities. Communicate with team members on renewal strategy and ensure implementation Analyze daily suspense reports. Determine appropriate response per item. Advise additional team members if necessary Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier Involvement in planning of workflows, procedures, and processes. Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients Draft templates for client form letters by developing various product line subject matter and applying to specific client situations. Run daily activity reports from carrier websites and coordinate with the service team items to be addressed. Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate Assist in maintaining licensing schedule and carrier licensing records Assist with any marketing material, sales campaigns, etc. Assist with general administrative duties in office: mail, phones, scanning of client documents, and special projects. Basic Responsibilities: Respond to incoming calls, e-mails, mail and in-person requests Comply with company policies, practices and procedures Attend meetings and prepare follow-up as needed Set goals, prioritize and execute duties of the position Manage documents, files and electronic information in an organized, efficient and secure manner Interact with customers in a professional and pleasant manner Represent company as a professional in appearance and manner Communicate written and oral communication at the highest level of professionalism and integrity Perform quality and quantity duties as expected for position Complete company required training courses as assigned Qualifications: Bachelor's degree (B.A.) from four year college or university; or Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education Ability to train for and obtain a New York State Property & Casualty license Salary Range: $90,000 - $100,000
