Private Client Relationship Manager

RS Group

Portland, OR, United States
Hybrid
Experience in personal lines insurance
Strong client relationship skills
Proficiency in crm software
The Private Client Relationship Manager will develop cohesive relationships with high-net-worth individuals and families

Job Summary

  • The Private Client Relationship Manager will develop cohesive relationships with high-net-worth individuals and families.
  • This role involves conducting in-depth needs assessments and identifying opportunities for cross-selling insurance products.
  • The position requires collaboration with internal departments to ensure seamless client service.

Matching Summary

The Private Client Relationship Manager will develop cohesive relationships with high-net-worth individuals and families.

Skills & Requirements

Must-have

  • Experience in personal lines insurance
  • Strong client relationship skills
  • Proficiency in CRM software

Nice-to-have

  • Excellent communication skills
  • Ability to work independently
  • Proactive problem-solving abilities

Key Requirements

  • 5-7 years of experience in personal lines insurance
  • Active OR Property & Casualty license
  • College degree preferred

Work Rights

Not specified

Tailored Resume

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