Licensed Private Client Manager

Job Summary

To support Private Client Services, the full-time Licensed Private Client Manager will manage client relationships, identify new business opportunities, and oversee the renewal process while working remotely.

Key responsibilities

• Foster client relationships to ensure retention and satisfaction
• Develop new business opportunities and initiate renewal strategies for existing clients
• Review and analyze policies for accuracy, coverage, and marketing results

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Three or more years of related work experience in Private Client/High Net Worth Insurance
• Valid insurance license with ongoing Continuing Education compliance
• Proficiency in Microsoft Office Suite
• Knowledge of customizable coverages for private clients