Senior Client Manager – Private Client

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

📋 Description

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

• Identify and develop new business opportunities for both existing clients and prospects.

• Initiate the renewal process for current clients, discussing and creating a renewal strategy.

• Analyze and contrast current exposures while developing specifications for renewal or new business marketing.

• Conduct marketing efforts, negotiate rates, and assess quotes and coverages for competitiveness and accuracy.

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

• Review and summarize the results of marketing efforts and prepare proposals.

• Finalize proposals and presentations for clients.

• Bind insurance coverage and prepare binders or delegate the issuance of certificates.

• Examine policies for accuracy and review contracts.

• Create summaries or schedules of coverage for clients.

• Analyze client accounting history, respond to accounting inquiries, rectify discrepancies, and communicate with clients regarding receivable collections.

• Provide technical guidance to staff assisting with client needs or procedural matters.

• Participate in the claims process as directed by management.

• Inform the Producer of relevant information pertaining to client retention.

• Mentor staff to assist the immediate supervisor.

• Collect fees and reconcile outstanding balances within 90 days of the invoicing date.

• Adhere to agency management system data standards and ensure data integrity by entering and maintaining complete and accurate information.

• Perform other duties as assigned.

⛳️ Requirements

• Bachelor’s degree or a comparable combination of education and experience.

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

• A valid insurance license is required.

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

• Proficient in the Microsoft Office Suite.

• Knowledgeable about a diverse range of customizable coverages for private clients.

• Strong verbal and written communication skills.

• Effective problem-solving and time management abilities.

• Good planning, organizational, and prioritization skills.

• Strong interpersonal skills with the ability to build trust and resolve concerns.

• Capability to work collaboratively within a team and promote teamwork.

• Ability to maintain confidentiality.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching contributions.

• Opportunities for professional development and continuing education.

• Flexible work schedule and remote work options available.