Client Manager, Private Client Services
3 days ago
We are seeking a skilled Client Manager to join our Private Client Services team. As a key member of our team, you will be responsible for developing and servicing mid-size to large, complex accounts.
Key Responsibilities- Maintain and build strong client relationships
- Manage existing client accounts with premium levels in excess of $100,000
- Prepare and present renewal summaries, providing a strategy to enhance and improve existing insurance programs
- Collaborate with internal teams to deliver solutions that meet client needs
- Grow accounts and identify cross-sell opportunities
- Stay knowledgeable about personal lines and small business carrier products and services
- High School Diploma or equivalent required
- Minimum 3 years prior experience in customer service within the insurance industry
- Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship
- Property & Casualty and Life & Health license, or ability to obtain within 90 days
- Associates or Bachelor's degree preferred
We value and respect the impact our colleagues make every day. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue projects and causes that give colleagues fulfillment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Flexible Hybrid work - 3 days in office
- Charitable contribution match programs
- Stock purchase opportunities
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