Private Client Manager – HNW Insurance & Renewals

FCC; Andover (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Andover is seeking a Private Client Group Client Manager to deliver outstanding service to affluent clients. The role involves coordinating renewals, managing client relationships, and providing risk management advice. The ideal candidate has over 3 years of experience in insurance and a solid understanding of personal lines and high-net-worth clientele. This role offers a full-time position with opportunities for growth within a collaborative environment.

Qualifications

• 3+ years of experience handling middle market or HNW insureds.
• Experience with HNW insurance carriers preferred.
• Licensed P&C Producer preferred.

Responsibilities

• Perform customer service tasks including processing policy changes and answering inquiries.
• Coordinate the renewal process with other PCG team members.
• Provide proactive risk management advice to current clients.

Skills

Technical knowledge of personal lines insurance products

Excellent communication skills

Intermediate MS Office user

Exposure to private/HNW clientele needs

Problem-solving skills

Ability to manage workflows and communications

Tools

Applied TAM

Job description

A financial services firm in Andover is seeking a Private Client Group Client Manager to deliver outstanding service to affluent clients. The role involves coordinating renewals, managing client relationships, and providing risk management advice. The ideal candidate has over 3 years of experience in insurance and a solid understanding of personal lines and high-net-worth clientele. This role offers a full-time position with opportunities for growth within a collaborative environment.