Licensed Client Manager

Job Summary

A company is looking for a Client Manager in Private Client Insurance Services.

Key Responsibilities

• Manage client relationships to ensure retention and satisfaction
• Develop new business opportunities and initiate renewal processes for clients
• Conduct marketing, negotiate rates, and prepare proposals for insurance coverage

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• Three or more years of experience in Private Client or High Net-Worth services
• Valid insurance license with continued education requirements
• Proficiency in Microsoft Office Suite