Sales Account Manager for Uline in Florida, managing existing accounts and prospecting new business opportunities. Providing high - quality products and solutions through effective customer relationships.
RC
Hybrid Assistant Family Office Relationship Manager
Posted last week
About the role
- Assistant Family Office Relationship Manager aiding Senior Relationship Managers with client support. Focus on high-net-worth clients and providing a concierge-level client experience.
Responsibilities
- Support Senior Relationship Managers in servicing complex accounts for high-net-worth individuals and family offices.
- Act as a point of contact for routine client inquiries, ensuring timely and professional responses.
- Prepare client-facing materials, including proposals, insurance summaries, and meeting documentation.
- Process policy renewals, endorsements, and coverage changes accurately and on time.
- Issue Auto ID cards, certificates of insurance, and maintain compliance documentation.
- Perform policy and binder checks for accuracy and completeness.
- Maintain accurate client records in CRM and agency management systems (AMS360, EPIC, WorkSmart).
- Assist in reviewing insurance portfolios for coverage gaps and optimization opportunities.
- Compile data for account reviews and strategic planning.
- Support special projects and ad hoc initiatives for the Family Office team.
- Adhere to company policies, procedures, and regulatory requirements.
Requirements
- Bachelor’s degree in business, Finance, Risk Management, or related field (preferred).
- 2–4 years of experience in insurance, financial services, or client support roles, ideally with exposure to high-net-worth clients.
- Strong understanding of Personal Lines and Private Client insurance products.
- Experience with high-net-worth carriers and complex coverage structures.
- Proficiency in Microsoft Office Suite; advanced Excel skills a plus.
- Familiarity with agency management systems (AMS360, EPIC, WorkSmart preferred).
- Excellent verbal and written communication skills; ability to articulate complex information clearly.
- Strong organizational skills and meticulous attention to detail.
- Ability to manage multiple priorities in a fast-paced, high-pressure environment.
- Demonstrated discretion and confidentiality when handling sensitive client information.
- A proactive, service-oriented mindset with a commitment to client satisfaction.
- Ability to work independently as an individual contributor while thriving in a collaborative team environment.
- Obtain Property & Casualty (P&C) license within 90 days of hire.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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