Relationship Manager, Private Risk - Insurance Advisory Solutions

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.   

PRIMARY RESPONSIBILITIES: 

• Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. 

• Reviews client exposures, loss experience along with current coverages and advices and counsels on complex risk exposures. 

• Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed. 

• Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. 

• Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes. 

• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.  

KNOWLEDGE, SKILLS & ABILITIES: 

• Working knowledge of appropriate software preferred. 

• Strong presentation skills, both verbal and written communications. 

• Strong relationship building skills. 

• Intermediate to advanced knowledge of, including agency management software. 

• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture. 

• Committed to the community through volunteer work.  

EDUCATION & EXPERIENCE: 

• Bachelor’s degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. 

• Holds appropriate Property and Casualty license. 

• Strong insurance knowledge of high-net-worth insurance and 3 to 5 years of industry experience, including: insurance company contracts, proprietary insurer systems, agency management system, company guidelines, and claim knowledge. 

• Strong personal insurance experience working with high-net-worth clients and prospects 

Special Working Conditions: 

• Fast-paced, multi-tasking environment. 

• Must be able to interact effectively with various levels of management both inside and outside the organization. 

IMPORTANT NOTICE: 

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 

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