Licensed Private Client Manager
Company: VirtualVocations
Location: Dallas
Posted on: January 25, 2025
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Job Description:
A company is looking for a Sr Client Manager - Private Client
Insurance (Remote).
Key Responsibilities
Manage client relationships to ensure retention and
satisfaction
Develop new business opportunities and initiate renewal processes
for clients
Provide technical guidance to staff and participate in the claims
process as needed
Required Qualifications
Associate's Degree required; Bachelor's Degree preferred
Five or more years of experience in Private Client/High Net Worth
Individual insurance
Valid Property & Casualty Insurance License required
Experience in EPIC preferred
Keywords: VirtualVocations, Plano , Licensed Private Client Manager, Executive , Dallas, Texas
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