Private Client Insurance Relationship Manager

The Private Client Insurance Relationship Manager will provide exceptional service to Private Client customers, acting as a trusted advisor and mentor to the team. Responsibilities include managing client relationships, overseeing renewal activities, identifying sales opportunities, and collaborating with other team members to enhance service delivery. The role also involves training and supporting Private Client Associates and improving internal processes.

• Generous Paid Time off
• Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options including paid parental leave and organ donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Professional growth & development opportunities

• The role involves a hybrid work model, which may require flexibility in work location.
• No specific mention of the technology stack beyond industry software programs, which may imply reliance on established tools rather than modern technologies.