Client Manager - Private Client Insurance Services

SUMMARYResponsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports the Producer in soliciting new business and identifies account rounding opportunities. ESSENTIAL DUTIES AND RESPONSIBILITIESFoster overall relationship with clients, ensuring retention of business and high satisfaction;Develop new business opportunities for existing clients and prospects;Initiate renewal process for existing clients, and discuss and create renewal strategy;Analyze and compare current exposures and develop renewal or new business specifications for marketing;Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy;Independently review policy and determine appropriate coverage; identify possible deficiencies;Review and summarize marketing results and prepare proposals;Finalize proposals and presentations;Bind insurance coverage and prepare binders and/or delegate certificates issuance;Review policies for accuracy and review contracts;Prepare summaries and/or schedules of coverage for clients;Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact the client on receivable collections;Participate in the claims process as directed by management.Notify Producer of pertinent information related to client retention;Collect fees, and reconcile and resolve any outstanding balances within 90 days of the invoicing date;Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor’s degree or equivalent combination of education and experienceThree (3) or more years of Private Client, High Net-Worth experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalSKILLSProficient in Microsoft Office SuiteKnowledge of wide array of private client customizable coveragesExcellent verbal and written communication skillsGood problem solving and time management skillsGood planning, organizational and prioritization skillsStrong interpersonal skillsAbility to build trust and de-escalate concernsAbility to work within a team and foster teamworkAbility to maintain confidentiality   #LI-DR2 #LI-REMOTE