Sr. Private Client Service Client Manager

Job Description

Job Description

Sr. Private Client Service Client Manager in Opelika, AL. Opportunity!!

This Jobot Job is hosted by: Robert Reyes
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $70,000 - $80,000 per year

A bit about us:

This global professional services firm, headquartered in New York City, operates in various sectors including insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. The company is composed of four main operating entities, each specializing in different areas to provide comprehensive services to clients worldwide. With a workforce of approximately 90,000 employees, the firm has a significant presence in over 130 countries. It is recognized as a leader in its industry, consistently ranking high on various prestigious lists, including the Fortune 500 and Forbes Global 2000

Why join us?

Medical, dental and vision insurance
401K and company match program
Company-paid life and disability
Generous paid time off programs
Employee assistance program (EAP)
Volunteer paid time off (VTO)
Career mobility
Employee networking groups
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

Job Details

Job Details:

As a Permanent Sr. Private Client Service Client Manager, you will become a crucial part of our team, delivering top-notch client service and contributing to the growth of our business. This is a dynamic role that requires a high level of dedication, analytical thinking, and the ability to handle multiple tasks simultaneously. You will be responsible for managing accounts, providing coverage analysis and recommendations, handling renewal processes, and resolving accounting discrepancies. In addition, you will need to maintain effective relationships with clients and companies, and manage the marketing process.

Responsibilities:

• Handle account management responsibilities including billing, policy changes, and coverage questions.
• Provide coverage analysis and recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals.
• Manage the renewal process and handle cancellation requests.
• Assist with policy-checking and keep up to date on rates, forms, and coverage changes.
• Resolve accounting discrepancies.
• Manage the marketing process.
• Maintain proper level of communication and build effective relationships with clients and companies.
• Maintain electronic file systems.

Qualifications:

• 7+ years of experience in a relevant field.
• High School Diploma required and Bachelor’s degree preferred.
• Demonstrated knowledge of Property & Casualty Insurance.
• Extensive knowledge of how insurance products are utilized and administered.
• Extensive knowledge of markets and marketing techniques.
• Excellent organizational skills.
• Proven customer service and relations skills.
• Ability to research and analyze problems independently.
• Excellent written and verbal communication skills.
• Multi-tasking and detail-oriented capabilities.
• Proficiency with Microsoft Office Suite.
• Ability to self-check for accuracy.
• Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability.

A Day in the Life:

As a Permanent Sr. Private Client Service Client Manager, no two days are the same. You might start your day by handling account management responsibilities, such as billing and policy changes. You could then move on to analyzing coverage and making recommendations, preparing proposals, and negotiating coverage and pricing. In the afternoon, you might resolve accounting discrepancies, manage the marketing process, and maintain communication with clients and companies. Throughout the day, you'll need to be multi-tasking, detail-oriented, and able to self-check for accuracy. Your day will be busy and challenging, but also rewarding as you help our clients navigate their insurance needs.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.