Relationship Manager, Private Risk - Rogersgray

RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you

Primary Functions:

Provide exceptional service and insurance education to clientele through consultative approach. Focus is on exceeding client expectations. Maintain and communicate comprehensive understanding and awareness of personal lines insurance products and services. Demonstrate a drive to round, cross-sell, up-sell and refer business to, and within, the Agency.

Principal Responsibilities:

• 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 memos loss experience along with current coverages and 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 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 accountable for knowing insurer contracts, requirements and attributes.

• Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims.

• Demonstrates strong organizational skills with high attention to detail.

• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Knowledge, Skills and Abilities:

• Current Property & Casualty License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment.

• Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge.

• Strong experience working with high net worth clients is a plus

• Strong time management skills and multi-tasking ability

• Takes initiative and can function independently without much oversight

• Strong presentation skills, both verbal and written communications.

• Intermediate to advanced knowledge of Microsoft Word and Excel.

• Ability to learn appropriate insurance company and firm software systems, including Applied Epic.

• Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.

Special Working Conditions:

• Fast-paced multi-tasking environment.

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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