Emigrant Bank

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

This listing is sourced directly from Emigrant Bank's careers page and normalized into a canonical job model.