Private Client Senior Portfolio Manager
Description Who You Are: You are an exceptional Private Client focused, experienced insurance professional. You are committed to providing only the highest level of service for your clients. You thrive in a fast-paced environment and can juggle priorities and deadlines with ease. You are well-versed in Personal Lines insurance products such as Home, Auto, and Umbrella coverages. You have experience working with high-net-worth individuals and understand their unique needs. You get to know your clients and proactively work to ensure their issues and concerns are addressed, exceeding their expectations. This is a relationship business, and you recognize and appreciate that. Following a set of detailed procedures is important to you. You have experience in quoting and working with some of the top national and regional insurance carriers, such as PURE and AIG. You are motivated by hard work and doing what is right. Accuracy and attention to detail are strong points of yours. You are proud of your work and doing what is best for your clients. You enjoy and are up for a challenge! Job Summary This individual will proactively manage an assigned book of business. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance and upsell / cross sell opportunities to new and existing Private Client Personal Lines clients. This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual. What You Bring To The Table 5+ Years of experience in Personal Lines insurance, preferably at an agency Private Client / High-Net-Worth experience Producer License is Mandatory (FL 2-20) Bachelor's degree in relative field preferred, or equivalent in work experience Strong knowledge of insurance coverage and terminology Superior verbal and written communication skills Ability to multitask and operate in an ever-changing environment is critical. Ability to work well in a team environment. Strong attention to detail AAI, AIS, or other insurance designation or related for insurance specialty preferred. Fluency in MS office products Who We Are Starkweather is a 144-year-old company with the reputation of being one of the Best Places to Work in our territory. We are owned by a Trust, run by the Trustees along with a Board of Directors whose mission is to provide stability and security for our clients and our employees. We offer a competitive compensation package including base salary, annual bonus, 401 (k) match and generous profit- sharing plan. We also afford the opportunity to participate in Quarterly Sales Contests, attractive commission structure and annual Leader's Trip. Our benefits package is equally as robust including, Medical, Dental, Vision, HSA, FSA and HRA plans. We offer an open-ended, performance driven vacation and sick policy: Beneficial Time Off, as well as a relaxed dress code. Also offered are Life, LTD, voluntary opportunities for Supplemental Life, Supplemental LTD and Pet Insurance. Accident, Critical Care, Legal coverage, and Identity Theft offerings also available. Starkweather & Shepley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. These statements are intended to describe the general nature and level of work performed by the employee and are not intended to be a complete list of responsibilities and duties. These statements do not establish a contract for employment and are subject to change at the discretion of the organization. Apply Job!