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Senior Private Client Relationship Manager at Brown & Brown
New York, New York, USA -
Full Time

Start Date

Immediate

Expiry Date

22 Nov, 26

Salary

0.0

Posted On

24 Aug, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Information Technology & Services

Description
  • Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability).
  • Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families.
  • Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations.
  • Act as the primary point of contact for clients, providing proactive communication, handling inquiries, and resolving issues efficiently and effectively.
  • Collaborate with internal teams, including underwriters, claims adjusters, and other specialists, to ensure seamless client service and optimal outcomes.
  • Stay abreast of industry trends, market changes, and new product offerings to provide informed advice and innovative solutions to clients.
  • Identify opportunities for cross-selling and up-selling additional insurance products and services to existing clients.
  • Participate in new business development activities, including networking and prospecting, to expand the private client portfolio.
  • Prepare and deliver client presentations, proposals, and renewal documents with accuracy and professionalism.

How To Apply:

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Responsibilities