Private Client Relationship Manager
Emigrant BankNew York, New York, United States
Posted April 1, 2025
90000 - 100000 USD year
Full Time
About the Company
Founded in 1850 by Irish emigrants, Emigrant Bank is New York's oldest savings bank, offering a range of financial services including banking, investments, mortgages, and personal risk management. With 35 branches and several subsidiaries, the bank serves local communities while adhering to strict regulatory standards and ensuring all deposits are FDIC-insured up to legal limits.
Job Description
Personal Risk Management Solutions is seeking a Private Client Relationship Manager to provide advice and recommendations to clients regarding personal insurance policies. This role involves analyzing client needs, managing renewals, negotiating with underwriters, and maintaining communication with carriers. The position reports to the Chief Operating Officer.
Requirements
- Determine strategic placement of new accounts.
- Analyze home appraisals and compare to current policy coverages.
- Negotiate with underwriters and maintain client contact.
- Analyze daily suspense reports.
- Participate in workflow planning.
- Respond to customer inquiries.
- Maintain insurance licensing records.
- Handle administrative tasks in office.
- Train for New York State Property & Casualty license
Benefits
- Competitive salary
- Professional development opportunities
