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Licensed Private Client Manager

workfromhome • Posted 4 days ago
Remote Full Time Management Occupations

To support Private Client Services, the full-time Licensed Private Client Manager will manage client relationships, identify new business opportunities, and oversee the renewal process while working remotely. Key responsibilities Foster client relationships to ensure retention and satisfaction Develop new business opportunities and initiate renewal strategies for existing clients Review and analyze policies for accuracy, coverage, and marketing results Required qualifications Bachelor's degree or equivalent combination of education and experience Three or more years of related work experience in Private Client/High Net Worth Insurance Valid insurance license with ongoing Continuing Education compliance Proficiency in Microsoft Office Suite Knowledge of customizable coverages for private clients

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