Private Client Relationship Manager

Risk Strategies•Sunrise, FL

About The Position

The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and up-selling within RSC Insurance Brokerage, Inc. Your Impact: Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals. Develop and maintain strong client relationships through proactive communication and exceptional service. Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products. Prepare and present insurance proposals, quotes, and renewals to clients. Process new business, renewals, endorsements, and policy changes accurately and efficiently. Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues. Handle client inquiries, claims assistance, and billing questions in a timely and professional manner. Identify opportunities to cross-sell and up-sell additional insurance products to existing clients. Maintain accurate and organized client records within the agency management system. Stay informed of industry trends, market changes, and carrier product offerings. Participate in continuing education and professional development activities.

Requirements

Bachelor's degree in Business, Finance, or a related field preferred.
Active Property & Casualty (P&C) insurance license required.
Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment.
Proven track record of building and maintaining strong client relationships.
Extensive knowledge of Private Client underwriting, coverage and procedures
Excellent written and verbal communication skills.
Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite.
Ability to work independently and as part of a team in a fast-paced environment.
Strong organizational skills and attention to detail.
Customer-centric approach with a commitment to providing exceptional service.
Ability to prioritize tasks, manage multiple accounts, and meet deadlines.

Nice To Haves

Industry specific designations preferred - CAPI, CPRIA, CIC or similar

Responsibilities

Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals.
Develop and maintain strong client relationships through proactive communication and exceptional service.
Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products.
Prepare and present insurance proposals, quotes, and renewals to clients.
Process new business, renewals, endorsements, and policy changes accurately and efficiently.
Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues.
Handle client inquiries, claims assistance, and billing questions in a timely and professional manner.
Identify opportunities to cross-sell and up-sell additional insurance products to existing clients.
Maintain accurate and organized client records within the agency management system.
Stay informed of industry trends, market changes, and carrier product offerings.
Participate in continuing education and professional development activities.