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Private Client Relationship Manager

Emigrant BankCorporate Office, NY, NY
On-site Full-time $90K/yr - $100K/yr

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Experience Level

Experience

Qualifications

Qualifications: Proven experience in Property & Casualty insurance. Strong analytical skills to assess coverage and risk. Excellent communication and interpersonal skills. Ability to work collaboratively in a team-oriented environment. Detail-oriented with strong organizational abilities. Professional certifications in insurance or related fields are a plus.

About the job

Job Summary

Join Emigrant Bank's Personal Risk Management Solutions team as a Private Client Relationship Manager specializing in Property & Casualty insurance operations. Our boutique agency is dedicated to providing personalized insurance solutions tailored to individual client needs.

Key Responsibilities:

  • Evaluate and determine the optimal placement of new client accounts by analyzing existing coverage and leveraging product knowledge. Conduct flood determinations, clue reports, and motor vehicle reports to assess exposure levels, collaborating with sales executives and service teams to effectively market accounts.
  • Serve as a trusted advisor to clients, offering personalized recommendations and overseeing the renewal process while responding to direct communications.
  • Prepare comprehensive insurance proposals by reviewing client data, existing policies, and underwriting files, ensuring proposals are well-informed post-carrier negotiations.
  • Negotiate with underwriters to develop innovative solutions that meet client needs, using strategic and creative thinking.
  • Manage the claims reporting process, maintaining communication with clients throughout to ensure satisfaction with the outcomes.
  • Assess home appraisals in relation to current policy coverages to identify discrepancies and communicate results effectively.

About Emigrant Bank

Emigrant Bank is a leading financial institution committed to delivering exceptional personal banking and insurance services. Our focus is on providing tailored solutions to meet the unique needs of our clients.

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