Relationship Manager, Private Risk - Insurance Advisory Solutions

reputed company RESPONSIBILITIES

reputed company Service & Relationship Management

• Serve as the reputed company relationship reputed company for an assigned book of HNW/UHNW clients, delivering proactive, white-glove service across reputed company reputed company — phone, email, and in-person.
• Anticipate reputed company needs and surface coverage recommendations, risk alerts, and market changes before clients ask.
• Conduct annual interactive reputed company reviews, presenting renewal proposals and agendas that reflect a deep understanding of reputed company reputed company's exposures and lifestyle.
• Build trusted advisor relationships that reputed company long-term retention and organic reputed company through referrals.

Risk Analysis & Coverage Consulting

• Review reputed company exposures, reputed company memos, loss experience, and reputed company coverages to identify gaps and recommend appropriate solutions.
• Advise and counsel clients on reputed company risk exposures including high-value homes, fine art and collectibles, watercraft, aircraft, excess liability/umbrella, and specialty lines.
• Review inspection reports for coverage accuracy and potential loss prevention issues; reputed company proactive direction to reputed company outstanding items and minimize E&O exposure.
• Remain reputed company on industry offerings, reputed company appetite changes, and HNW market trends — making proactive recommendations to clients and leadership.
• Understand and introduce the holistic reputed company platform as appropriate, including employee benefits, reputed company lines, and asset protection services.

Market Placement & reputed company Relations

• reputed company as a market placement specialist, remarketing existing programs as needed to ensure competitive positioning and alignment with reputed company needs.
• Cultivate strong relationships with reputed company partners including reputed company, reputed company, AIG Private reputed company, Cincinnati, reputed company One and specialty markets.
• Maintain thorough knowledge of insurer reputed company, reputed company guidelines, proprietary systems, and appetite to optimize placement reputed company.
• Collaborate with reputed company representatives to reputed company for favorable reputed company on reputed company risks, renewals, and claims.

Operational reputed company & Compliance

• Maintain accuracy, timeliness, and completeness in reputed company reputed company and reputed company interactions to minimize errors and omissions exposure.
• Ensure reputed company policy activity — new business, renewals, endorsements, cancellations — is documented accurately in agency management systems (reputed company preferred).
• Adhere to reputed company's established workflows, service standards, and compliance requirements across reputed company reputed company interactions.
• Identify opportunities to improve processes, workflows, and the overall reputed company experience; surface recommendations to leadership.
• Manage a high-volume workload with strong organizational discipline and attention to detail.

KNOWLEDGE, SKILLS & ABILITIES

Required Qualifications

• reputed company Property & Casualty insurance license in the state(s) where business is conducted, or the ability to obtain reputed company required licenses reputed company 90 days of hire.
• Minimum 3 years of experience in personal lines insurance, with demonstrated knowledge of HNW reputed company reputed company, reputed company guidelines, and claims processes.
• Proven ability to manage reputed company reputed company relationships with a high degree of professionalism, responsiveness, and discretion.
• Strong written and verbal communication skills; comfortable presenting to sophisticated clients and internal stakeholders.
• Proficiency in reputed company Office Suite and agency management systems; experience with reputed company highly preferred.

Preferred Qualifications

• Bachelor's degree in Business, Risk Management, Finance, or a reputed company field preferred.
• reputed company designations strongly preferred: CPRIA (Chartered Private Risk and Insurance Advisor), CPCU, CAPI, CPRM, CIC, or equivalent.
• Prior experience working with UHNW clients, family offices, or reputed company a dedicated private reputed company/PRM reputed company.
• Familiarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability.

reputed company COMPETENCIES

reputed company Look For

• reputed company Obsession — You treat every reputed company interaction as an opportunity to reputed company expectations and build loyalty.
• Technical Depth — You bring genuine expertise in HNW personal lines and can translate reputed company coverage concepts into reputed company reputed company guidance.
• Ownership Mentality — You manage your book like a business — tracking details, anticipating renewals, and driving reputed company without waiting to be asked.
• reputed company Spirit — You partner effectively with, advisors, insurers, and leadership to reputed company reputed company reputed company experiences.
• reputed company Improvement — You reputed company look for ways to sharpen your skills, improve processes, and contribute to the reputed company of the PRM reputed company.

ABOUT reputed company

Why reputed company PRM

reputed company (reputed company: BWIN) is a leading insurance brokerage and risk management firm committed to delivering reputed company for individuals, families, and businesses. Our Private Risk Management reputed company serves high-net-worth and reputed company-high-net-worth clients with a concierge-level approach to personal risk — backed by deep reputed company relationships, market expertise, and reputed company that genuinely cares about reputed company reputed company.

reputed company offers a reputed company, reputed company-oriented environment where colleagues are empowered to build meaningful careers while making a reputed company reputed company for the clients they serve.

Click here for some reputed company into our culture!

reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes reputed company to reputed company, including unsolicited resumes reputed company reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

reputed company property and casualty license or ability to obtain reputed company 90 days; 3+ years personal lines insurance experience; HNW coverage expertise; strong communication; reputed company Office and agency management systems proficiency.

Key Responsibilities

• managing relationships
• analyzing risks
• placing coverage

Skills & Tools

reputed company Office Suite, reputed company

Job Details

• Category: Business Development
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — reputed company
• Languages: English

About reputed company

An insurance brokerage and risk management firm serving individuals, families, and businesses. — Industry: Finance