Territory Manager promoting energy - saving air compressors and related equipment in Boston area. Responsible for customer outreach, technical expertise, and achieving sales goals.
About the role
- Private Client Relationship Manager at RSC Insurance Brokerage, developing relationships with high-net-worth clients and servicing their insurance needs. Collaborating with underwriters and claims specialists to ensure seamless service.
Responsibilities
- Develop and maintain strong, long-term relationships with high-net-worth individuals and families.
- Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines.
- Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients.
- Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating claims processes efficiently and discreetly.
- Educate clients on evolving insurance markets, risk management strategies, and policy changes.
- Participate in client meetings, industry events, and networking opportunities to expand the client base and represent RSC Insurance Brokerage, Inc.
- Maintain accurate and up-to-date client records and policy information within the company's CRM system.
- Collaborate with underwriters, claims specialists, and other internal departments to ensure seamless client service.
- Stay informed about industry trends, competitive landscape, and regulatory changes affecting the private client insurance market.
Requirements
- Minimum of 5-7 years of experience in personal lines insurance, with a significant focus in Private Client Service.
- Active OR Property & Casualty (P&C) license required.
- College degree preferred.
- Proven track record of building and maintaining strong client relationships and achieving sales targets.
- Deep understanding of complex personal lines insurance products and services, including specialty coverages for affluent individuals.
- Excellent communication, negotiation, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite, AMS360 or Epic, and CRM software preferred.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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