2 private client relationship manager jobs found in Naples

Job Description About Acrisure  Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.  Position: We are seeking a Commercial Lines Placement Specialist to join our Commercial Lines team (Small Commercial) – Southeast US. Our Commercial Lines Placement Specialists are responsible for managing and executing key components of the new business and renewal processes for small commercial insurance...

Responsibilities:   Perform daily service on assigned task by   Client Advi s ors   and/or Account Executives with the agency’s written procedures including, but not limited to:   Lead day-to-day service and stewardship   of a designated book of large and complex commercial accounts, ensuring all client needs are addressed in alignment with agency procedures and service standards.   Oversee and execute the full renewal lifecycle , including data collection, exposure analysis, marketing strategy development, carrier negotiations, and delivery of comprehensive renewal proposals.   Manage new business marketing efforts , collaborating with Producers and Account Executives to design placement strategies, prepare carrier submissions, evaluate quotes, and secure   optimal   program structures.   Review and analyze policy audits , ensuring   accuracy   and proactively addressing discrepancies with carriers and...