Client Relationship Manager managing significant client relationships in the energy sector at Allens. Leading client strategy development and enhancing client experience in a hybrid work environment.
About the role
- High-Net-Worth Insurance Account Manager overseeing and expanding affluent clients' portfolios. Managing relationships, advising on risks, and ensuring insurance needs are precisely met at Duncan Financial Group.
Responsibilities
- Overseeing and expanding a portfolio of affluent clients
- Delivering exceptional service tailored to complex risk profiles
- Proactively managing client relationships
- Ensuring insurance needs are met with accuracy and professionalism
- Client servicing, risk advising, and policy retention
- Cross-selling a full range of personal insurance products
Requirements
- High school diploma or equivalent required
- Active Pennsylvania Property & Casualty license required; CIC or CISR designation a plus
- Minimum of 5 years of insurance industry experience, ideally within an independent agency environment
- Demonstrated success managing a High-Net-Worth private client book of business
- Strong knowledge of insurance coverage forms, carrier products, and basic underwriting guidelines
- Proficient in utilizing carrier-specific systems and technology platforms to service accounts
- Proficiency in Microsoft Office Suite
- Experience with an agency management system, preferably Applied Epic
- Excellent written and verbal communication skills
- Strong organizational and time management abilities, with the capacity to prioritize, multitask, solve problems, and perform effectively under pressure
- Self-motivated with the ability to work independently in a fast-paced environment
- Strong attention to detail while maintaining security of confidential information
- Ability to pass a criminal background check as permitted by law.
Benefits
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off and Paid Holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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