Hybrid Private Client Relationship Manager

at Risk Strategies Company

• Job title: Private Client Relationship Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Miami, United States

About the role

• Private Client Relationship Manager responsible for managing high net worth personal lines insurance accounts. Ensuring client satisfaction and identifying cross-selling and up-selling opportunities within the brokerage.

Responsibilities

• Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals.
• Develop and maintain strong client relationships through proactive communication and exceptional service.
• Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products.
• Prepare and present insurance proposals, quotes, and renewals to clients.
• Process new business, renewals, endorsements, and policy changes accurately and efficiently.
• Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues.
• Handle client inquiries, claims assistance, and billing questions in a timely and professional manner.
• Identify opportunities to cross-sell and up-sell additional insurance products to existing clients.
• Maintain accurate and organized client records within the agency management system.
• Stay informed of industry trends, market changes, and carrier product offerings.
• Participate in continuing education and professional development activities.

Requirements

• Bachelor's degree in Business, Finance, or a related field preferred.
• Active Property & Casualty (P&C) insurance license required.
• Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment.
• Industry specific designations preferred - CAPI, CPRIA, CIC or similar.
• Proven track record of building and maintaining strong client relationships.
• Extensive knowledge of Private Client underwriting, coverage and procedures.
• Excellent written and verbal communication skills.
• Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Customer-centric approach with a commitment to providing exceptional service.
• Ability to prioritize tasks, manage multiple accounts, and meet deadlines.

Benefits

• Health insurance
• 401(k)
• Paid time off
• Professional development opportunities