Senior Client Manager – Private Client

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

📋 Description

• Accountable for delivering customer service and overall management of designated clients and/or policies within Private Client Services.

• Assists the Producer in pursuing new business opportunities and identifying potential account rounding prospects.

• Provides guidance and mentoring to colleagues in support of the immediate supervisor.

• Cultivates and oversees the overall relationship with clients, ensuring business retention and high levels of satisfaction.

• Identifies and develops new business opportunities for current clients and prospects.

• Initiates the renewal process for existing clients, discussing and formulating renewal strategies.

• Analyzes and compares current risks and creates specifications for renewal or new business marketing.

• Conducts marketing efforts, negotiates rates, and assesses quotes and coverages for competitiveness and accuracy.

• Independently evaluates policies to determine suitable coverage and identify any potential deficiencies.

• Reviews and summarizes marketing outcomes and prepares proposals.

• Finalizes proposals and presentations.

• Binds insurance coverage and prepares binders and/or delegates certificate issuance.

• Reviews policies for precision and examines contracts.

• Prepares summaries and/or schedules of coverage for clients.

• Reviews 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 challenges.

• Engages in the claims process as directed by management.

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

• Provides mentoring to staff in support of the immediate supervisor.

• Collects fees, and reconciles and resolves any outstanding balances within 90 days of invoicing.

• Adheres to agency management system data standards and maintains data integrity (enters and sustains complete and accurate information).

• Other responsibilities as assigned.

⛳️ Requirements

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

• A minimum of five (5) years of relevant work experience.

• Valid insurance license required.

• Must consistently meet Continuing Education requirements for license renewal.

• Proficient in Microsoft Office Suite.

• Familiarity with a broad range of customizable coverages for private clients.

• Excellent verbal and written communication abilities.

• Strong problem-solving and time management skills.

• Effective planning, organizational, and prioritization capabilities.

• Strong interpersonal skills.

• Capacity to build trust and de-escalate concerns.

• Ability to collaborate within a team and encourage teamwork.

• Ability to maintain confidentiality.

🏝️ Benefits

• Comprehensive health benefits.

• Retirement savings plan with employer matching.

• Opportunities for professional development and continuing education.

• Flexible work arrangements to promote work-life balance.

• Employee assistance programs and wellness initiatives.