Relationship Manager, Private Risk

The Baldwin Group; Teletrabalho; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A prominent insurance firm in Brazil is seeking a skilled Relationship Manager to provide world-class client service and technical expertise. You will be the primary contact for clients, advising on risk management and ensuring accuracy in insurance coverage. The ideal candidate has over 3 years of experience in personal insurance, holds a P&C license, and can manage complex client needs. This position offers a starting salary of $73,000, negotiable upon hire.

Qualificações

• 3+ years of experience in personal insurance including insurance company contracts and guidelines.
• Current P&C License or willingness to obtain within 90 days of employment.

Responsabilidades

• Provides proactive day-to-day client service by anticipating and evaluating client needs.
• Advises on complex risk exposures and reviews client reports for accuracy.
• Cultivates relationships with insurance company partners and serves as market placement specialist.

Conhecimentos

Client management

Risk assessment

Proactive communication

Organizational skills

Attention to detail

Formação académica

College degree

Professional designations (CPCU, CIC)

Descrição da oferta de emprego

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.

Principal Responsibilities

• 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 P&C License (or state equivalent), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions...within 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.

The starting pay is $73,000 salary. Salary is negotiable upon time of offer

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