Relationship Manager in Wealth Management handling portfolios of high - net - worth clients at Deutsche Bank. Focus on client acquisition and retention with comprehensive financial services expertise.
About the role
- Senior Account Manager interacting with clients and developing relationships in insurance. Leading strategies for new business and renewals with a focus on complex multi-line accounts.
Responsibilities
- Interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
- Prepares applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Works with the Claims Department on relevant claims for assigned clients.
- Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
- Supervises and directs the daily job activities of the Coordinators and Account Managers.
Requirements
- BA/BS preferred
- Typically more than 8 years industry and product line experience.
- Property & Casualty Broker's License required
- CIC, CPCU or other P&C designation preferred.
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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