Private Client Relationship Manager

Responsibilities

• Determine strategic placement of new accounts through coverage analysis and product knowledge
• Act as an advisor to clients, making recommendations and leading the renewal process
• Create comprehensive insurance proposals after carrier negotiations
• Negotiate with underwriters to implement best possible solutions for clients
• Manage the claims reporting process and maintain client contact until resolution
• Analyze home appraisals against current policy coverages for accuracy
• Drive renewal strategies by analyzing insurance programs and marketplace opportunities
• Process endorsement requests and manage daily suspense reports
• Assist with administrative duties including mail, phones, and document scanning

Requirements

• Bachelor's degree from a four-year college or university, or two+ years of related experience
• Ability to train for and obtain a New York State Property & Casualty license
• High level of professionalism in written and oral communication
• Strong organizational skills for managing documents and electronic information

About the Company

Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance and property & casualty insurance operations.