Private Client Relationship Manager

Risk Strategies Company; Portland (OR); Hybrid; USD 70,000 - 90,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Interpersonal skills

Problem-solving

Communication

Negotiation

Analytical skills

Tools

Microsoft Office Suite

AMS360

Epic

CRM software

Job description

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts.

PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office.

Your Impact:

• Develop and maintain strong, long-term relationships with high-net-worth individuals and families
• Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines
• Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating claims processes efficiently and discreetly
• Educate clients on evolving insurance markets, risk management strategies, and policy changes
• Participate in client meetings, industry events, and networking opportunities to expand the client base and represent RSC Insurance Brokerage, Inc
• Maintain accurate and up-to-date client records and policy information within the company's CRM system
• Collaborate with underwriters, claims specialists, and other internal departments to ensure seamless client service
• Stay informed about industry trends, competitive landscape, and regulatory changes affecting the private client insurance market

Successful Candidates Will Have:

• Minimum of 5-7 years of experience in personal lines insurance, with a significant focus in Private Client Service
• Active OR Property & Casualty (P&C) license required
• Proven track record of building and maintaining strong client relationships and achieving sales target
• Deep understanding of complex personal lines insurance products and services, including specialty coverages for affluent individuals
• Excellent communication, negotiation, and presentation skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team in a fast-paced environment
• Proficiency in Microsoft Office Suite, AMS360 or Epic, and CRM software preferred
• High level of professionalism, discretion, and ethical conduct

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.