Risk Strategies Company ยท 7 hours ago
Private Client Relationship Manager
Miami, FL
Full-time
Hybrid
Senior Level
5+ years expRisk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance placement. The Private Client Relationship Manager will manage and grow a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction and identifying opportunities for cross-selling and up-selling.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Responsibilities
Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals
Develop and maintain strong client relationships through proactive communication and exceptional service
Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products
Prepare and present insurance proposals, quotes, and renewals to clients
Process new business, renewals, endorsements, and policy changes accurately and efficiently
Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues
Handle client inquiries, claims assistance, and billing questions in a timely and professional manner
Identify opportunities to cross-sell and up-sell additional insurance products to existing clients
Maintain accurate and organized client records within the agency management system
Stay informed of industry trends, market changes, and carrier product offerings
Participate in continuing education and professional development activities
Qualification
Required
Active Property & Casualty (P&C) insurance license required
Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment
Proven track record of building and maintaining strong client relationships
Extensive knowledge of Private Client underwriting, coverage and procedures
Excellent written and verbal communication skills
Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite
Ability to work independently and as part of a team in a fast-paced environment
Strong organizational skills and attention to detail
Customer-centric approach with a commitment to providing exceptional service
Ability to prioritize tasks, manage multiple accounts, and meet deadlines
Preferred
Bachelor's degree in Business, Finance, or a related field preferred
Industry specific designations preferred - CAPI, CPRIA, CIC or similar
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
Company data provided by crunchbase