05/04/2023
The Relationship Manager serves as the primary contact for high-net-worth clients providing world-class client service, technical expertise and proactive risk management. Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. Reviews client exposures, underwriting memo, loss experience along with current coverages Advises and counsels on complex risk exposures Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed. Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. Cultivates strong relationships with insurance company partners, and is...
BKS Partners
Remote US, USA
Full Time