Client Manager (Remote)

Senior Market Sales; Northern (KY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Senior Market Sales seeks a capable client services professional to support Private Client Services. You will nurture client relationships, assist Producers, and identify renewal opportunities while coordinating marketing and quote reviews.

The role emphasizes accuracy, timely communication, and collaborative teamwork to deliver tailored coverage for high net worth clients.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three (3) or more years of related work experience in Private Client/High Net Worth (HNW) insurance.
• Valid insurance license; must maintain CE requirements for renewal.

Responsibilities

• Foster overall relationship with clients to ensure retention and high satisfaction.
• Develop new business opportunities for existing clients and prospects.
• Initiate renewal process for clients and discuss renewal strategy.
• Analyze exposures and develop renewal or new business specifications for marketing.

Skills

MS Office

HNW insurance

Communication

Time management

Planning & organizing

Interpersonal skills

Confidentiality

Teamwork

Education

Bachelor’s degree or equivalent

Valid insurance license

Tools

CRM or agency management system

Job description

SUMMARY

Responsible for providing customer service and overall service to assigned customers and/or policies within Private Client Services. Supports the Producer in soliciting new business and identifies account rounding opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Foster overall relationship with clients ensuring retention of business and high satisfaction.
• Develop new business opportunities for existing clients and prospects.
• Initiate renewal process for existing clients, and discuss and create renewal strategy.
• Analyze and compare current exposures and develop renewal or new business specifications for marketing.
• Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
• Independently review policy and determine appropriate coverage; identify possible deficiencies.
• Review and summarize marketing results and prepare proposals.
• Finalize proposals and presentations.
• Bind insurance coverage and prepare binders and/or delegate certificate issuance.
• Review policies for accuracy and review contracts.
• Prepare summaries and/or schedules of coverage for clients.
• Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
• Participate in the claims process as directed by management.
• Notify Producer of pertinent information related to client retention.
• Collect fees and reconcile and resolve any outstanding balances within 90 days of the invoicing date.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor’s degree or equivalent combination of education and experience
• Three (3) or more years of related work experience in Private Client/High Net Worth (HNW) insurance
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite
• Knowledge of wide array of private client customizable coverages
• Excellent verbal and written communication skills
• Good problem solving and time management skills
• Good planning, organizational and prioritization skills
• Strong interpersonal skills
• Ability to build trust and de-escalate concerns
• Ability to work within a team and foster teamwork
• Ability to maintain confidentiality

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