Private Client Relationship Manager

Bridge Specialty Group • Irvine, CA

1d

About The Position

The Private Client Relationship Manager develops and maintains cohesive client relationships, serving as a strategic advisor for coverage inquiries and analysis. The role drives renewal efforts, partners with producers on prospective marketing initiatives, educates clients about protection limitations and opportunities, and supports enterprise growth through cross-selling and up-selling. The position manages an assigned book of business, services and retains accounts, analyzes coverage and renewals, and documents client and carrier communications in the agency management system.

Requirements

• At least 5 years of Personal Lines client management experience.
• Valid P&C brokers’ license.
• Extensive knowledge of Private Client underwriting, coverage, and procedures.
• Ability to clearly explain products and coverages to clients and underwriters.
• Understanding of marketplace trends and best practices to meet clients’ needs.
• Excellent verbal and written communication skills.
• Proficiency in computer applications, especially Microsoft Office Suite.
• Ability to work flexibly and effectively under pressure while handling multiple tasks, interruptions, and changing priorities.
• Exceptional organization and time-management skills.

Nice To Haves

• College degree preferred.
• Industry-specific designations preferred, such as CAPI, CPRIA, CIC, or similar.
• Experience with insurance agency management systems; AMS 360, WorkSmart, and EPIC are preferred.

Responsibilities

• Build and maintain constructive, effective relationships with internal and external clients, meeting or exceeding service expectations for an assigned book of business.
• Service and retain existing accounts to mitigate client risk and exposure.
• Maintain appropriate records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in the agency management system.
• Respond to client inquiries, service requests, and claims issues within established timelines.
• Participate in retaining renewal business.
• Conduct coverage analysis, enlist other departments when applicable, notify clients of coverage gaps, provide quotations for additional coverages, and document proposals and client acceptance or declination in the agency management system.
• Work with Producers and PCS Leaders to make coverage recommendations and engage in account-rounding activities.
• Market, analyze, negotiate, and prepare carrier renewals, including alternative renewal options.
• Perform other duties as assigned by the PCS Regional Leader.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed