Hybrid: Strategic Private Client Relationship Advisor

Risk Strategies Company; Portland (OR); Hybride; USD 70 000 - 90 000; Plein temps

Résumé du poste

A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must hold an active P&C license. The position emphasizes problem-solving and client service excellence.

Qualifications

• 5-7 years of experience in personal lines insurance focused in Private Client Service.
• Active OR Property & Casualty (P&C) license required.
• Proven track record of building strong client relationships.

Responsabilités

• Develop and maintain relationships with high-net-worth individuals.
• Conduct in-depth needs assessments for clients.
• Proactively identify opportunities to cross-sell additional insurance products.

Connaissances

Interpersonal skills

Problem-solving

Communication

Negotiation

Analytical skills

Outils

Microsoft Office Suite

AMS360

Epic

CRM software

Description du poste

A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must hold an active P&C license. The position emphasizes problem-solving and client service excellence.