Sr. Private Client Relationship Manager

SIAA • Glenwood Springs, CO

5d • $70,000 - $100,000 • Remote

About The Position

The Sr. Private Client Relationship Manager will own and manage a personal lines book of business while serving as a strategic partner to clients. This role plays an important part in supporting client retention, guiding renewal strategies, and identifying opportunities for growth within existing relationships.
You will also collaborate with producers and internal team members to deliver thoughtful coverage solutions and ensure an exceptional client experience.

Requirements

• Valid Property & Casualty License
• 8+ years of personal lines client service experience, preferably with high-net-worth or complex accounts
• Strong knowledge of: Personal insurance coverages Underwriting practices Insurance marketplace trends
• Experience with Applied Epic and Microsoft Office Suite
• Strong relationship-building and client service mindset
• Excellent written and verbal communication skills
• Effective time management and prioritization
• Critical thinking and problem-solving abilities
• Self-motivated and able to work independently
• Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

• Insurance industry designations preferred (CIC, CISR, ARM, AAI, or similar)
• Bachelor’s degree preferred

Responsibilities

• Proactively manage and service a Private Client personal lines book of business.
• Build and maintain strong relationships with clients, insurance carriers, and vendors.
• Guide clients through complex policy renewals and insurance program reviews.
• Analyze insurance programs and provide strategic coverage recommendations.
• Partner with Producers, Risk Managers, and Assistant Relationship Managers to support client needs and market strategies.
• Identify opportunities for account rounding, cross-selling, and organic growth.
• Prepare renewal documentation, summaries, and coverage comparisons while ensuring accuracy within the agency management system.
• Delegate administrative tasks appropriately to support team efficiency.
• Stay informed on market trends, carrier updates, and industry best practices.
• Provide exceptional client service while ensuring deadlines and service standards are met.
• Support additional responsibilities as needed to contribute to team and organizational success.

Benefits

• Collaborative and supportive team environment
• Opportunity to work with complex and high-value personal lines clients
• Competitive compensation and career growth opportunities
• A company culture that values expertise, relationships, and long-term success

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level