2 дня назад
Private Client Insurance Relationship Manager
95 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Client Insurance Relationship Manager (Private Client Insurance): Providing trusted advisory, renewal management, client advocacy, and relationship support for private client insurance accounts with an accent on team leadership, account servicing, and insurance operations. Focus on mentoring Private Client Associates, solving customer and carrier issues, improving team processes, and identifying account-rounding sales opportunities.
Location: Hybrid in Richfield, Minnesota or Chicago, Illinois, United States
Salary: $95,000–$125,000 per year, plus potential bonuses and benefits.
Company
is a U.S. insurance brokerage and consulting firm founded in 2007, with more than 4,000 employees and over 60 offices nationwide.
What you will do
- Provide professional advice, advocacy, and exemplary service to private client insurance customers.
- Manage renewal activity, renewal reviews, remarketing, onboarding, and customer concerns through resolution.
- Identify sales opportunities through account rounding and additional coverage placement.
- Mentor, train, and support Private Client Associates and the broader private client account management team.
- Collaborate with Relationship Managers, Account Managers, Advisors, producers, carriers, and leadership.
- Improve private client processes, procedures, service quality, and technical practices.
Requirements
- Solid leadership, management, communication, and problem-solving skills.
- Ability to provide constructive feedback, build team buy-in, manage multiple priorities, and take ownership of issues.
- College degree or equivalent experience.
- Possession and maintenance of a resident state broker’s license.
- Insurance industry designation such as CPCU or CIC, or active pursuit of one.
- Experience with critical insurance industry software, including Sagitta, and proficiency in Microsoft Excel, Word, and Outlook.
Culture & Benefits
- Managed paid time off for salaried employees, paid holidays, and early-close days.
- Paid parental, pregnancy disability and bonding, organ donor, and bone marrow donor leave.
- Mentorship, tuition reimbursement, and leadership development programs.
- Employee recognition, referral bonus, and employee resource group programs.
- Medical, dental, vision, wellness, employee assistance, and 401(k) matching benefits.
- Additional coverage includes pet insurance, identity theft protection, legal planning, and family planning benefits.
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