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Private Client Account Manager: Elite Advisor

Risk Strategies Company, Mount Pleasant, WI, United States


A top-tier insurance brokerage firm is seeking a Private Client Account Manager to advise high-net-worth clients and enhance their insurance experience. This role involves managing client accounts, leading renewal efforts, and collaborating with Producers to develop tailored protection strategies. The ideal candidate should have over 5 years of personal lines client management experience and relevant industry designations. Strong proficiency in agency management systems is preferred. Join a reputable firm committed to excellence and social responsibility. #J-18808-Ljbffr