Private Client Insurance Relationship Manager

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Deliver outstanding service, expert guidance, and advocacy for private clients.

• Establish yourself as a trusted advisor for private clients.

• Collaborate with Private Client Relationship Managers, Account Managers, Private Client Associates, Private Client Advisors, and leadership teams.

• Engage in thought leadership as the private client practice evolves and enhances.

• Mentor and lead Private Client Associates.

• Build professional relationships with carriers.

• Oversee renewal activities from initiation to completion.

• Provide thorough and precise renewal reviews in accordance with agency protocols.

• Recognize sales opportunities through account rounding and additional coverage.

• Address customer concerns and feedback until resolution.

• Remarket accounts following agency guidelines or producer/insured requests.

• Support prospective-client discussions and facilitate the onboarding of new clients.

• Manage projects and other responsibilities as assigned by leadership.

• Adhere to internal procedures while meeting performance and quality benchmarks.

⛳️ Requirements

• P&C Insurance License is mandatory.

• Minimum of 5 years of experience in client management.

• Proficient in computer skills and relevant software applications, including MS Office and Outlook.

• Experience with Sagitta (ATS) and ImageRight is preferred.

• Excellent written, verbal, and organizational abilities.

• Capability to function effectively within a team setting.

• Ability to prevent E&O situations.

• Responsive to inquiries with a sense of urgency.

• Skilled in multitasking and prioritizing various projects.

• Strong attention to detail.

• Dependability and punctuality.

• Commitment to maintaining confidentiality of information.

🏝️ Benefits

• Managed PTO for salaried/exempt employees without accruals or caps.

• 12 company-observed paid holidays.

• 4 early-close days.

• Paid parental leave, pregnancy disability and bonding leave, along with organ donor/bone marrow donor leave.

• Employee referral bonus program offering $1,500 per hired referral.

• Employee recognition programs, awards, and trips.

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.

• Mentorship Program.

• Tuition Reimbursement Program.

• Leadership Development opportunities.

• Pet Insurance.

• Identity Theft & Fraud Protection Coverage.

• Legal Planning services.

• Family Planning support.

• Menopause & Midlife Support.

• 401(k) matching contributions.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Wellness and employee assistance programs.

• An inclusive 50/50 work culture.

• Charitable initiatives including Donation Connection, Employee Assistance Fund, and People First Foundation.