Risk Strategies Company
Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
Account Manager - Family Office
September 15
Risk Strategies Company
Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
Description
• Fulfill an integral role in administrating resources for Family Office clients • Act as Account manager for a select group of Family Office clients • Build and maintain constructive relationships with customers • Actively service/retain existing accounts and develop new business opportunities • Maintain appropriate system records and document client communications • Schedule Family Office meetings at annual renewal or more frequently • Support Producers through proposals and client follow-up • Respond to client inquiries, service requests and claims issues
Requirements
• 3 - 5 years’ experience in Private Client insurance with a focus on Family Office • Valid P&C brokers’ license • College degree preferred • Industry specific designations preferred – CISR, ARM, or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
Benefits
• medical • dental • vision • disability • life insurance • retirement savings • paid time off • paid holidays
Apply NowSimilar Jobs
September 15
Manage dealer relationships for Fisher & Paykel appliances in Bay Area.
September 15
Raintree Systems
201 - 500
Manage sales territory for healthcare solutions at Raintree Systems.
September 12
Account Manager nurturing client relationships for Bloomerang's nonprofit fundraising software.
🇺🇸 United States – Remote
💵 $23 - $28 / hour
💰 $33M Debt Financing on 2021-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
September 11
Manage sales cycle and grow revenue for Join Digital in CRE.
September 7
Manage client relationships as a MEP Account Manager at a retirement firm.