Emigrant Bank

Mutual savings bank with FDIC insurance

Private Client Relationship Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeNew York, NY, USA$90k - $100kIn-person

About the Job

Requirements

A bachelor's degree (B.A.) from a four-year college or university, or at least two years of related experience and/or training, or an equivalent combination of education and experience.
Ability to train for and obtain a New York State Property & Casualty license.
Ability to manage documents, files, and electronic information in an organized, efficient, and secure manner.
Ability to prioritize and execute duties of the position.
Ability to interact with customers professionally and pleasantly.
Ability to communicate in writing and orally at a high level of professionalism and integrity.

Responsibilities

Determine strategic placement of new accounts by analyzing current coverage and available products; run flood determinations, clue reports, and motor vehicle reports to assess exposure; and coordinate marketing strategy with sales executives and the service team.
Advise clients, make recommendations suited to their needs, respond to direct communications, and lead the renewal process.
Create proposals by reviewing client information, policies, and underwriting files, then formulate insurance programs after carrier negotiations are complete.
Negotiate with underwriters to develop suitable client solutions.
Report claims to carriers, follow up through resolution, and maintain contact with clients during the claims process.
Analyze home appraisals against current policy coverages, identify inaccuracies or inefficiencies, and communicate findings to clients.
Analyze client insurance programs and market opportunities to drive renewals; communicate renewal strategy to team members and ensure implementation.
Analyze daily suspense reports, determine appropriate responses, and advise additional team members when needed.
Process endorsement requests by sequencing multiple changes appropriately and relaying accurate information from clients to carriers.
Participate in planning workflows, procedures, and processes, and provide feedback to superiors to improve client servicing efficiency.
Draft client form-letter templates by developing product-line subject matter and applying it to specific client situations.
Run daily activity reports from carrier websites, coordinate and prioritize items with the service team, assign items to appropriate team members, and discuss items with insurance-company partners when appropriate.
Assist in maintaining the licensing schedule and carrier licensing records.
Assist with marketing materials and sales campaigns.
Perform office administrative duties, including mail, phones, scanning client documents, and special projects.
Respond to incoming calls, emails, mail, and in-person requests.
Comply with company policies, practices, and procedures.
Attend meetings and prepare follow-up as needed.
Manage documents, files, and electronic information securely and efficiently.
Complete assigned company training courses.
Perform duties to the expected quality and quantity standards.
Represent the company professionally in appearance and manner.

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 client’s 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:

Bachelor’s 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

About the Company

Emigrant Bank

Mutual savings bank with FDIC insurance

Emigrant Bank is a family-owned bank offering a wide range of financial services through its subsidiaries, including consumer banking, private banking, mortgages, lending, and funding. Customers can open savings accounts, obtain loans or mortgages, and work with private bankers, with deposits insured by the FDIC up to the legal limit. The bank operates under state and federal regulation and emphasizes its long-standing, privately held, family-owned structure rather than a large public corporate model. Its goal is to provide accessible, insured banking and financial services across its brands while maintaining family ownership and expanding its business through its diverse subsidiaries.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: New York City, United States
Founded: 1850

Recently Posted Jobs

Explore more opportunities at Emigrant Bank

See more jobs