At Risk Strategies, a Great Place to Work certified company, we are looking for a Private Client Relationship Manager to serve as a strategic advisor for our high net worth clientele. In this integral role, you will develop cohesive relationships, educate clients on protection opportunities, and drive enterprise growth through cross-sell initiatives.
What You'll Do
- Build and maintain constructive relationships by meeting and exceeding service expectations for your assigned book of business.
- Actively service and retain existing accounts to mitigate client risk and exposure.
- Maintain system records by documenting service, marketing, and policy communications in the agency management system.
- Respond to client inquiries, service requests, and claims issues within established timelines.
- Participate in the retention of renewal business.
- Execute coverage analysis, identify gaps, provide quotes for additional coverages, and document proposals and client decisions.
- Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities.
- Market, analyze, negotiate, and prepare carrier renewals, including alternative options.
- Perform all other duties as assigned by the PCS Regional Leader.
What We're Looking For
- 5+ years of High Net Worth personal lines client management experience.
- Valid Property & Casualty brokers’ license.
- Extensive knowledge of Private Client underwriting, coverage, and procedures.
- Ability to clearly articulate these products and coverages to clients and underwriters.
- Understanding of marketplace trends and best practices to meet clients’ needs.
- Excellent verbal and written communication skills.
- Proficiency in computer applications, especially the Microsoft Office Suite.
- Flexible and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
- Exceptional organization and time-management skills.
Nice to Have
- A college degree.
- Industry-specific designations such as CAPI, CPRIA, CIC, or similar.
- Proficiency in insurance agency management systems: AMS 360, WorkSmart, and EPIC.
Technical Stack
- AMS 360
- WorkSmart
- EPIC
- Microsoft Office Suite
Team & Environment
You will partner closely with producers and report directly to the PCS Regional Leader.
Benefits & Compensation
- Annual salary range: $85,000 - $110,000.
- Work for a company that is Great Place to Work certified (2023).
- Join an organization committed to being good stewards with a strong focus on Environmental, Social, and Governance (ESG) issues.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
