Strategic HNW Private Client Account Manager

Conner Strong & Buckelew; Camden (NJ); On-site; USD 80,000 - 95,000; Full time

Job summary

Conner Strong & Buckelew is seeking an experienced Private Client Group professional to manage the High Net Worth client relationship, handling new and renewal submissions, marketing, rating and proposals, as well as applications and binder processes through to policy issuance.

You will provide prompt, accurate service to clients, sales representatives, insurance companies and internal contacts; develop renewal strategies, meet with clients as needed and participate in after-hours on-call

Qualifications

• Bachelor's degree or equivalent work experience preferred.
• CPRM or CPRIA designation required or must be obtained within two years of hire.
• Three to seven years minimum Private Client Group brokerage experience.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Ability to develop and manage relationships across all levels within the organization.
• Strong problem solving, interpersonal, analytical, verbal and written communication skills.

Responsibilities

• Underwrite, market, and quote all lines of business for new client opportunities and renewals.
• Prepare proposals and presentations for sales calls and renewals.
• Create applications, binders, coverage summaries and related documents.
• Coordinate new business and renewal checklists and liaise with producers and account executives.
• Participate in account reconciliation for receivables management and maintain client relationships.
• Develop renewal strategies and ensure alignment with client requests.

Skills

Microsoft Office

Interpersonal skills

Analytical

Verbal and written communication

Relationship management

Multi-tasking

Client service orientation

Education

Bachelor's degree or equivalent experience

CPRM or CPRIA designation within 2 years

Tools

Sagitta

WorkSmart

Job description

Conner Strong & Buckelew is seeking an experienced Private Client Group professional to manage the High Net Worth client relationship, handling new and renewal submissions, marketing, rating and proposals, as well as applications and binder processes through to policy issuance.

You will provide prompt, accurate service to clients, sales representatives, insurance companies and internal contacts; develop renewal strategies, meet with clients as needed and participate in after-hours on-call