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    Private Client Relationship Manager - New York, United States - Emigrant Bank

    Emigrant Bank
    Emigrant Bank New York, United States

    1 week ago

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    Description

    Position: Private Client Relationship Manager

    Department: Personal Risk Management

    Reports To: Chief Operating Officer

    Employment Status: Full-Time, Exempt

    Office Location: Corporate Office, NY

    Job Summary

    Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance.

    Job Specific Responsibilities and Duties:

    Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available.Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts

    Act as advisor to clients and make recommendations and suggestions best suited for their needs.Respond to any direct communications and lead renewal process

    Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete.

    Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients

    Report claims to carrier and follow up until conclusion.Maintain contact with clients during the process.Ensure that clients are extremely satisfied with the outcome

    Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies.Communicate result of the appraisal with the client

    Drive renewal process by analysis of clients insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities.Communicate with team members on renewal strategy and ensure implementation

    Analyze daily suspense reports.Determine appropriate response per item.Advise additional team members if necessary

    Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier

    Involvement in planning of workflows, procedures, and processes.Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients

    Draft templates for client form letters by developing various product line subject matter and applying to specific client situations .

    Run daily activity reports from carrier websites and coordinate with the service team items to be addressed.Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate

    Assist in maintaining licensing schedule and carrier licensing records

    Assist with any marketing material, sales campaigns, etc.

    Assist with general administrative duties in office: mail, phones, scanning of client documents, and special projects.

    Basic Responsibilities:

    Respond to incoming calls, e-mails, mail and in-person requests

    Comply with company policies, practices and procedures

    Attend meetings and prepare follow-up as needed

    Set goals, prioritize and execute duties of the position

    Manage documents, files and electronic information in an organized, efficient and secure manner

    Interact with customers in a professional and pleasant manner

    Represent company as a professional in appearance and manner

    Communicate written and oral communication at the highest level of professionalism and integrity

    Perform quality and quantity duties as expected for position

    Complete company required training courses as assigned

    Qualifications:

    Bachelors degree (B.A.) from four year college or university; or

    Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education

    Ability to train for and obtain a New York State Property & Casualty license

    Salary Range: $90,000 - $100,000

    #J-18808-Ljbffr

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