Client Service Manager - Private Client Insurance

Description

The Opportunity

The Client Service Manager will consistently provide the highest level of day-to-day client service to High Net Worth clients. This individual will help grow the assigned book and contribute to the overall growth, retention and profitability of the book and insurance department.

Are You A Match?

The Client Service Manager needs to have exceptional communication skills, relationship development and the ability to effectively multi-task. Managing client requests, prioritizing projects, and working with tight deadlines are all essential to success in this role. Working knowledge of Applied EPIC is a plus.

In This Role You Will Execute On :

• Book Management & Client Support : Provide prompt, accurate and thoughtful service to clients striving to exceed client’s expectations
• Establish and maintain good relationships with carrier underwriters
• Ability to quote, process changes, pull coverage forms, use carrier websites
• Review coverages and make suggestions for new coverages
• Round out current policies with missing lines
• Proactively remarket when needed
• Process certificates and evidences of insurance
• Negotiate with carriers for positive client outcomes on pricing, underwriting, applications being required
• Produce quality proposals in epic or excel spreadsheets for renewals and new business
• Ability to manage and maintain accurate records for the clients within EPIC
• Understand multiple lines of coverages and be able to meet with clients to explain coverages and assist with billing questions

In This Role You'll Need :