Senior Client Manager – Private Client

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

📋 Description

• Cultivate and oversee comprehensive client relationships, ensuring business retention and high levels of satisfaction.

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

• Initiate renewal processes and formulate strategies for renewals.

• Assess exposures and create specifications for marketing related to renewals or new business.

• Conduct marketing efforts, negotiate rates, and evaluate quotes and coverage options.

• Review policies to determine suitable coverage and identify any deficiencies.

• Analyze marketing results and prepare detailed proposals.

• Complete proposals and presentations for clients.

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

• Review policies and contracts to ensure accuracy.

• Prepare coverage summaries and schedules for client reference.

• Examine accounting histories, resolve any discrepancies, and communicate with clients regarding receivable collections.

• Offer technical guidance and mentorship to staff members.

• Engage in the claims process as directed.

• Inform the Producer of any relevant information related to client retention.

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

• Maintain comprehensive and accurate data within the agency management system.

• Perform additional assigned duties as required.

⛳️ Requirements

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

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

• A valid insurance license is required.

• Must fulfill Continuing Education requirements for license renewal.

• Proficient in using Microsoft Office Suite.

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

• Exceptional verbal and written communication abilities.

• Strong problem-solving and time-management capabilities.

• Effective planning, organizational, and prioritization skills.

• Excellent interpersonal skills.

• Ability to build trust and effectively de-escalate concerns.

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

• Commitment to maintaining confidentiality.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance plans.

• Retirement savings plan with company match.

• Opportunities for professional development and continuing education.

• Flexible work arrangements and a supportive team environment.