Licensed Private Client Manager - Pasadena California

Company: VirtualVocations
Location: Pasadena, California
Posted On: 01/28/2025

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 More...

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