Senior Client Manager

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

📋 Description

• Accountable for delivering exceptional customer service and managing the overall service for assigned customers and/or policies within Private Client Services.

• Assists the Producer in attracting new business and identifies opportunities for account rounding.

• Provides guidance and mentorship to team members to support the immediate supervisor.

• Cultivates and oversees the client relationship, ensuring business retention and high levels of satisfaction.

• Identifies and develops new business opportunities for both existing clients and prospects.

• Initiates the renewal process for current clients, discussing and formulating a renewal strategy.

• Analyzes and compares existing exposures, developing specifications for marketing for renewals or new business.

• Engages in marketing activities, negotiates rates, and evaluates quotes and coverages for their competitiveness and accuracy.

• Independently assesses policies to determine suitable coverage, identifying any potential deficiencies.

• Reviews and summarizes marketing outcomes, preparing comprehensive proposals.

• Finalizes proposals and prepares presentations.

• Binds insurance coverage, prepares binders, and/or delegates the issuance of certificates.

• Reviews policies for precision and evaluates contracts.

• Creates summaries and/or coverage schedules for clients.

• Analyzes client accounting history, addresses accounting inquiries, rectifies discrepancies, and communicates with clients regarding receivable collections.

• Offers technical support to staff addressing client needs or procedural concerns.

• Engages in the claims process as instructed by management.

• Informs the Producer of significant information related to client retention.

• Collects fees and reconciles outstanding balances within 90 days of the invoicing date.

• Adheres to agency management system data standards and ensures data integrity.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and experience is required.

• A minimum of five (5) years of relevant work experience in the Private Client/High Net Worth insurance sector is mandatory.

• Experience in Private Client services is essential.

• Proficient in Microsoft Office Suite.

• Knowledge of a broad range of customizable coverages for private clients.

• Outstanding verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Effective planning, organizational, and prioritization skills.

• Excellent interpersonal skills.

• Capable of building trust and de-escalating concerns.

• Ability to collaborate within a team and promote teamwork.

• Commitment to maintaining confidentiality.

🏝️ Benefits

• A valid insurance license is required.

• Must continue to fulfill Continuing Education requirements for license renewal.