Private Client Account Manager
2 days ago
We are a rapidly growing independent agency with a strong presence in the insurance industry. Our company culture is built on ambition, passion, and innovation, and we are committed to providing best-in-class customer service to our clients.
Job SummaryWe are seeking a highly motivated and experienced Private Client Account Manager to join our team. As a key member of our client services team, you will be responsible for establishing and developing exceptional customer relationships with high net worth clients, providing prompt and accurate customer service, and contributing to individual goals and agency success.
Key Responsibilities- Establish and develop strong relationships with high net worth clients to understand their coverage needs and provide tailored solutions.
- Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
- Discuss client coverage needs, gaps, and billing concerns, and process any necessary policy changes.
- Conduct policy reviews and remarket policy renewals as needed to ensure client satisfaction and retention.
- Contribute to individual goals and agency success by following our set retention processes and providing data-driven insights to inform business decisions.
- Medical insurance
- Retirement plan with up to 4% match
- Paid holidays
- Paid vacation
- Vision insurance
- Supplemental insurance
- Dental insurance
- Property and Casualty license
- Pass background check
- Customer service experience
- Strong verbal and written communication skills
- Good operational computing and typing skills (45+ WPM)
- Confident self-starter who works well independently
- Strong problem-solving capabilities
- Ability to multi-task
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