Emigrant Bank
Private Client Relationship Manager
Corporate Office, NY, NY · Exec · Full-time
Sponsorship not specified$90k-$100kDetected 477 days ago
CommunicationUnderwritingProperty & Casualty
About the role
- Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations.
- Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance.
- Job Specific Responsibilities and Duties:
Responsibilities
- Act as advisor to clients and make recommendations and suggestions best suited for their needs. Respond to any direct communications and lead renewal process
- Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete.
- Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients
- Report claims to carrier and follow up until conclusion. Maintain contact with clients during the process. Ensure that clients are extremely satisfied with the outcome
- Draft templates for client form letters by developing various product line subject matter and applying to specific client situations.
Requirements
- Bachelor's degree (B.A.) from four year college or university
- Ability to train for and obtain a New York State Property & Casualty license
- Complete company required training courses as assigned
- Items must be prioritized accordingly and addressed by the appropriate team member.
- Bachelor's degree (B.A.) from four year college or university; or
- Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education
Nice to have
- Two years or more related experience and/or training
Compensation
- $90,000 - $100,000
- Drive renewal process by analysis of client's insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities. Communicate with team members on renewal strategy and ensure implementation
Benefits
- Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available.
Company info
- Comply with company policies, practices and procedures
- Interact with customers in a professional and pleasant manner
- Represent company as a professional in appearance and manner
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This listing is sourced directly from Emigrant Bank's careers page and normalized into a canonical job model.