Job description
The Relationship Manager serves as the primary contact for high-net-worth clients providing world-class client service, technical expertise and proactive risk management.
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone.
- Reviews client exposures, underwriting memo, loss experience along with current coverages
- Advises and counsels on complex risk exposures
- Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims
- Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed.
- Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection.
- Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes.
- Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims.
- Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs
- Remain up to date on industry offering and make pro-active recommendations to clients
- Demonstrates strong organizational skills with high attention to detail.
- Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership\
Knowledge, Skills and Abilities:
- Current Florida 2-20 License (or state equivalent), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment.
- College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc.
- Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge.
- Strong experience working with high net worth clients is a plus
- Strong time management skills and multi-tasking ability
- Takes initiative and can function independently without much oversight
- Strong presentation skills, both verbal and written communications.
- Intermediate to advanced knowledge of Microsoft Word and Excel.
- Ability to learn appropriate insurance company and firm software systems, including EPIC, Zoom & various internal platforms.
- Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.
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