Sr. Client Manager, PCG

Manage and grow a portfolio of private/higher-net-worth clients by providing superior personal insurance service, handling renewals and policy changes, and responding to client requests. Conduct 30–45 day pre-renewal calls, coordinate insurer portal endorsement and renewal activities, and oversee accounts receivable. Build relationships with clients and centers of influence, achieve new business and cross-sell targets, and support underwriting quality while attending industry training.