Field Sales Manager in paint sector developing sales strategies and managing client relationships. Conducting market analysis and training sessions for store employees in Germany.
About the role
- Private Client Relationship Manager responsible for managing high net worth personal lines insurance accounts. Ensuring client satisfaction and identifying cross-selling and up-selling opportunities within the brokerage.
Responsibilities
- Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals.
- Develop and maintain strong client relationships through proactive communication and exceptional service.
- Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products.
- Prepare and present insurance proposals, quotes, and renewals to clients.
- Process new business, renewals, endorsements, and policy changes accurately and efficiently.
- Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues.
- Handle client inquiries, claims assistance, and billing questions in a timely and professional manner.
- Identify opportunities to cross-sell and up-sell additional insurance products to existing clients.
- Maintain accurate and organized client records within the agency management system.
- Stay informed of industry trends, market changes, and carrier product offerings.
- Participate in continuing education and professional development activities.
Requirements
- Bachelor's degree in Business, Finance, or a related field preferred.
- Active Property & Casualty (P&C) insurance license required.
- Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment.
- Industry specific designations preferred - CAPI, CPRIA, CIC or similar.
- Proven track record of building and maintaining strong client relationships.
- Extensive knowledge of Private Client underwriting, coverage and procedures.
- Excellent written and verbal communication skills.
- Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite.
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Customer-centric approach with a commitment to providing exceptional service.
- Ability to prioritize tasks, manage multiple accounts, and meet deadlines.
Benefits
- Health insurance
- 401(k)
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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