Private Client Relationship Manager

Position:                            Private Client Relationship Manager Department:                      Personal Risk Management Reports To:                       Chief Operating Officer      Employment Status:         Full-Time, Exempt Office Location:                Corporate Office, NY 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 sp...