Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Relationship Manager

Risk Strategies Company

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office. Your Impact: 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 Successful Candidates Will Have: 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 Proven track record of building and maintaining strong client relationships and achieving sales target 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 High level of professionalism, discretion, and ethical conduct Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: #J-18808-Ljbffr Risk Strategies Company

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Relationship Manager in Portland, OR vacancy
  •  ...Private Client Service Manager Are you ready to take your career to the next level by working with prestigious clients and delivering tailored...  ...pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities. How you'll... 
    Suggested
    Local area

    Arthur J Gallagher & Co

    Lake Oswego, OR
    2 days ago
  •  ...At Gallagher, we help clients face risk with confidence because we believe...  ...tailored insurance solutions? As a  Private Client Service Manager at Gallagher, you’ll be the trusted...  ...safeguarding their lifestyles, growing relationships, and driving new business opportunities... 
    Suggested
    Local area

    Gallagher

    Lake Oswego, OR
    a month ago
  • Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Portland, OR Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest, we don’t just build... 
    Suggested
    Work at office
    Local area
    Remote work

    Ernestpackagingsolutions

    Portland, OR
    2 days ago
  • Baker Tilly Advisory Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the...  ...outcomes. The role emphasizes mentoring staff, developing new client relationships, and driving growth while maintaining the highest standards... 
    Suggested

    Baker Tilly Advisory Group, LP

    Portland, OR
    2 days ago
  •  ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management...  ...potential and existing clients to foster and maintain relationships. Applicants for this role should be fluent in English... 
    Suggested

    Confidential

    Portland, OR
    1 day ago
  • $170k - $230k

    Kennedy Jenks is seeking an experienced Client Service Manager in Oregon to strengthen client relationships, support growth, and guide high-quality service delivery.In this client-facing leadership role, you’ll work across client strategy, business development, team leadership... 
    Work at office
    Work from home

    Kennedy Jenks

    Portland, OR
    1 day ago
  •  ...the most complex challenges facing our clients and communities.Client experience at HDR...  ...the organization strengthen client relationships, improve outcomes, and create experiences...  ...leadership, relationship-building, change management, and performance measurement to advance... 
    Work at office

    HDR

    Portland, OR
    4 days ago
  • $100k

     ...Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with...  ..., research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience... 
    Work at office

    Fisher Investments Careers

    Gresham, OR
    5 days ago
  • $128k - $252.5k

     ...empowers organizations to build deeper relationships with customers through innovative strategies...  ..., technology, creativity, and ongoing managed services to solve the biggest problems...  ...average, is based on the work you do and the clients and industries/sectors you serve.Must be... 
    Local area

    Deloitte

    Portland, OR
    3 days ago
  • $105k - $115k

     ...of your career and see your impact at scale.Job Description:Job Summary:The Sr. Project Manager of Client Services serves as a key leader in managing strategic client relationships through proactive communication, project execution, and service delivery excellence. This... 
    Full time
    Local area
    Work visa

    Epiq Systems

    Beaverton, OR
    4 days ago
  • $90k - $115k

     ...your career and see your impact at scale.Job Description:Job Summary:The Project Manager of Client Services will serve as a leader in successfully managing assigned client relationships through effective project management coordination and execution.  Successful candidates... 
    Full time
    Local area

    Epiq Systems

    Beaverton, OR
    3 days ago
  • $169.5k - $305.8k

     ...industry, and unlock your true potential.As a Client Partner, Enterprise Sales, you will be...  ...execution. You will curate long-term relationships with key decision makers and influencers...  ...enable their business goals. You will manage complex contract negotiations and close... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Portland, OR
    1 day ago
  • $80k - $135k

     ...United States with high-net-worth clients living in the UK? Come join...  ...approach focused on our private clients. With a firm structure...  ...You will report to your group manager whose previous experience in...  ...assist you in navigating client relationships and provide personalized... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Vancouver, WA
    4 days ago
  • $80k - $135k

     ...provided roster of high-net-worth clients. Since 1995, Fisher...  ...specialized approach focused on our private clients. With a firm...  ...You will report to your group manager whose previous experience in...  ...assist you in navigating client relationships and provide personalized career... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Vancouver, WA
    4 days ago
  • $130k - $145k

     ...see your impact at scale.Job Description:Job Description Details:The Client Services Manager functions as a key leader in successfully managing the Client Services team and assigned client relationships through effective project management coordination and execution.... 
    Full time
    Local area
    Afternoon shift

    Epiq Systems

    Beaverton, OR
    4 days ago
  • $92.82k - $109.2k

     ...Day One.Job DescriptionThe Sales Engagement Program Manager provides analytical, operational, and enablement support...  ..., with a focus on equipping sales teams to deepen relationships with small-to-midsized business clients and prospects. This role helps design and maintain... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Gresham, OR
    5 days ago
  • $24.04 - $31.25 per hour

     ...quality, compassionate care that helps our clients maintain their independence and improve...  ...role, you'll focus on sales, client relationships, and care plan oversight, working closely...  ...caregivers. Collaborate with the Branch Manager and Caregiver Manager on growth... 
    Currently hiring
    Work at office
    Monday to Friday

    Family Resource Home Care

    Vancouver, WA
    3 days ago
  • $16.95 - $17.45 per hour

     ...Associates execute tasks and activities according to store plan; prioritizes as needed Communicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates Provides and accepts recognition and... 
    Hourly pay
    Temporary work
    Local area
    Home office
    Flexible hours
    Night shift

    The TJX Companies , Inc.

    Tualatin, OR
    3 days ago
  •  ...Development About the Company A $10bn+ private equity firm with an external...  ...targeting private wealth clients. This role involves managing asset-raising campaigns for various...  ...constituents to build and maintain relationships. The ideal candidate should have a... 

    Confidential

    Portland, OR
    3 days ago
  •  ...shifts. It's about building meaningful relationships, supporting our employees, and ensuring...  ...work directly impacts the lives of our clients, our staff, and our community. If you...  ...clients, families, guardians, case managers, and employees regarding scheduling needs... 
    Remote work
    Shift work

    Artsify

    Portland, OR
    13 days ago
  •  ...provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital,...  ...at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement... 
    Work at office

    Standish Management UK

    Portland, OR
    4 days ago
  • $54.7k - $101.9k

     ...Agency Description: Position Overview: Account Managers within our Private Client Services department at McLennan Agency, provide a high,...  ...coverages and products. In addition, Account Managers build relationships with customers and carrier underwriters to encourage... 
    Minimum wage
    Full time
    Work at office

    Marsh McLennan

    Portland, OR
    3 days ago
  • $16.16 - $20.66 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of...  ...and scheduling future appointments. Manage the finances by maintaining accurate balances...  ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening... 
    Hourly pay
    Minimum wage
    Full time
    Local area
    Shift work
    Afternoon shift

    Banfield Pet Hospital

    Beaverton, OR
    5 days ago
  • $16.16 - $20.66 per hour

     ...Client Service Coordinator Needed Banfield Pet Hospital (Orchards 5324) Job Description Client Service Coordinator needed for...  ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours
    Afternoon shift

    Banfield Pet Hospital

    Vancouver, WA
    5 days ago
  • $16.16 - $20.66 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of...  ...and scheduling future appointments. Manage the finances by maintaining accurate balances...  ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours

    Banfield Pet Hospital

    Portland, OR
    5 days ago
  •  ...Client Experience Manager Were seeking a results-driven Client Experience Manager to oversee client communications, manage service workflows, and ensure a seamless, high-quality experience from onboarding through completion. This fully remote role combines client... 
    Remote work

    Traveling with Michaila

    Portland, OR
    2 days ago
  • $130k - $200k

    Environmental Permitting Project Manager/Client Team LeaderWater and Environment Jobs with...  ...? Do you enjoy building strong client relationships? This role will focus on facilitating...  ....Guide municipalities, utilities, and private sector clients through complex regulatory... 
    Contract work
    Work at office
    Local area
    Flexible hours

    David Evans and Associates

    Portland, OR
    3 days ago
  •  ...creators. Our team is passionate about delivering top-notch editorial services. Role Description This is a Freelance hybrid role for a Client Services Coordinator located in Portland, OR. The Client Services Coordinator will be responsible for maintaining our office in... 
    Freelance
    Work at office
    Flexible hours
    Weekend work

    ARTS ACADEMY

    Portland, OR
    6 days ago
  • Aprio’s Tax team is looking for a Senior Tax Manager to lead complex federal tax projects for diverse clients. You will provide strategic planning, compliance, and client advisory services while mentoring junior staff. The ideal candidate has 10+ years in public accounting... 
    Remote job
    Flexible hours

    Aprio

    Portland, OR
    3 days ago
  •  ...our diverse team to make our client projects successful!Networks,...  ...help close the digital divide.Private LTE: We are supporting...  ...capabilities to monitor and manage the grid and ultimately better...  ...outside personnel to develop relationships with key client points of contact... 
    Work at office
    Local area
    Remote work

    Burns & McDonnell

    Vancouver, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Relationship Manager. Be the first to apply!