Private Client Relationship Manager

Job Summary 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 Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available. Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts 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 Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies. Communicate result of the appraisal with the client 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 Analyze daily suspense reports. Determine appropriate response per item. Advise additional team members if necessary Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier Involvement in planning of workflows, procedures, and processes. Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients Draft templates for client form letters by developing various product line subject matter and applying to specific client situations Run daily activity reports from carrier websites and coordinate with the service team items to be addressed. Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate Assist in maintaining licensing schedule and carrier licensing records Assist with any marketing material, sales campaigns, etc. Assist with general administrative duties in office: mail, phones, scanning of client documents, and special projects. Basic Responsibilities Respond to incoming calls, e-mails, mail and in-person requests Comply with company policies, practices and procedures Attend meetings and prepare follow-up as needed Set goals, prioritize and execute duties of the position Manage documents, files and electronic information in an organized, efficient and secure manner Interact with customers in a professional and pleasant manner Represent company as a professional in appearance and manner Communicate written and oral communication at the highest level of professionalism and integrity Perform quality and quantity duties as expected for position Complete company required training courses as assigned Qualifications 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 Ability to train for and obtain a New York State Property & Casualty license Salary Range: $90,000 - $100,000 Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Emigrant Bank’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. 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Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury #J-18808-Ljbffr