Sr. Private Client Relationship Manager

SIAA•Glenwood Springs, CO

4d•$70,000 - $100,000•Remote

About The Position

At Glenwood Insurance, we believe insurance is about more than policies—it’s about relationships, trust, and helping clients protect what matters most. Our team is passionate about delivering personalized service and strategic guidance to our clients while fostering a collaborative and supportive workplace for our employees. We are currently seeking an experienced Sr. Private Client Relationship Manager to join our Personal Lines team. In this role, you will manage a high-value personal lines book of business, serve as a trusted advisor to clients, and collaborate closely with internal teams to provide exceptional service and strategic risk guidance. If you enjoy building meaningful client relationships, navigating complex insurance programs, and working with a team that values expertise and collaboration, we’d love to connect with you. The Sr. Private Client Relationship Manager will own and manage a personal lines book of business while serving as a strategic partner to clients. This role plays an important part in supporting client retention, guiding renewal strategies, and identifying opportunities for growth within existing relationships. You will also collaborate with producers and internal team members to deliver thoughtful coverage solutions and ensure an exceptional client experience.

Requirements

Valid Property & Casualty License
8+ years of personal lines client service experience, preferably with high-net-worth or complex accounts
Strong knowledge of:
Personal insurance coverages
Underwriting practices
Insurance marketplace trends
Experience with Applied Epic and Microsoft Office Suite
Strong relationship-building and client service mindset
Excellent written and verbal communication skills
Effective time management and prioritization
Critical thinking and problem-solving abilities
Self-motivated and able to work independently
Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

Insurance industry designations preferred (CIC, CISR, ARM, AAI, or similar)
Bachelor’s degree preferred

Responsibilities

Proactively manage and service a Private Client personal lines book of business.
Build and maintain strong relationships with clients, insurance carriers, and vendors.
Guide clients through complex policy renewals and insurance program reviews.
Analyze insurance programs and provide strategic coverage recommendations.
Partner with Producers, Risk Managers, and Assistant Relationship Managers to support client needs and market strategies.
Identify opportunities for account rounding, cross-selling, and organic growth.
Prepare renewal documentation, summaries, and coverage comparisons while ensuring accuracy within the agency management system.
Delegate administrative tasks appropriately to support team efficiency.
Stay informed on market trends, carrier updates, and industry best practices.
Provide exceptional client service while ensuring deadlines and service standards are met.
Support additional responsibilities as needed to contribute to team and organizational success.