What are the responsibilities and job description for the High Net Worth Client Portfolio Manager position at CivicMinds, Inc?
Job Description
CivicMinds, Inc is seeking an experienced Senior Premier Client Account Manager to manage and grow a portfolio of high-net-worth clients.
- Client Management:
- Serve as the main point of contact for high-net-worth clients, managing all aspects of their insurance needs.
- Conduct comprehensive reviews to ensure adequate coverage and address any gaps.
- Provide expert advice on homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages.
- Build and maintain strong client relationships, recommending solutions based on evolving needs.
Key Responsibilities:
- Oversee new policy placements, renewals, and endorsements.
- Work with underwriters and carriers to negotiate terms and secure the best coverage.
- Ensure accurate, up-to-date client documentation and compliance with industry regulations.
- Manage claims processes, advocating for clients and ensuring swift resolution.
