Sr. Private Client Relationship Manager
Michigan Agency Partners, LLC, Glenwood Springs, CO, United States
Glenwood Insurance Agency, 1605-K Grand Ave., Glenwood Springs, Colorado, United States of America
Job Description Posted Monday, March 16, 2026 at 6:00 AM
Sr. Private Client Relationship Manager Glenwood Insurance Department:
Personal Lines Reports to:
Personal Lines Manager Salary Range:
$70,000 – $100,000
About Glenwood Insurance At
Glenwood Insurance , we believe insurance is about more than policies—it’s about relationships, trust, and helping clients protect what matters most. Our team is passionate about delivering personalized service and strategic guidance to our clients while fostering a collaborative and supportive workplace for our employees.
We are currently seeking an experienced
Sr. Private Client Relationship Manager
to join our
Personal Lines team . In this role, you will manage a high-value personal lines book of business, serve as a trusted advisor to clients, and collaborate closely with internal teams to provide exceptional service and strategic risk guidance.
If you enjoy building meaningful client relationships, navigating complex insurance programs, and working with a team that values expertise and collaboration, we’d love to connect with you.
Position Overview 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.
Key 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.
Qualifications
Valid Property & Casualty License
8+ years of personal lines client service experience , preferably with high-net-worth or complex accounts
Insurance industry designations preferred (CIC, CISR, ARM, AAI, or similar)
Strong knowledge of personal insurance coverages
Strong knowledge of insurance marketplace trends
Experience with
Applied Epic
and
Microsoft Office Suite
Core Competencies
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
This role is primarily performed in an office or remote work environment. While performing job duties, employees may regularly sit, use a computer, and communicate with clients and colleagues.
Occasional travel may be required as business needs arise.
Why Join Glenwood Insurance?
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
Glenwood Insurance is an equal opportunity employer. We are committed to creating an inclusive environment where all employees can thrive.
#J-18808-Ljbffr
Job Description Posted Monday, March 16, 2026 at 6:00 AM
Sr. Private Client Relationship Manager Glenwood Insurance Department:
Personal Lines Reports to:
Personal Lines Manager Salary Range:
$70,000 – $100,000
About Glenwood Insurance At
Glenwood Insurance , we believe insurance is about more than policies—it’s about relationships, trust, and helping clients protect what matters most. Our team is passionate about delivering personalized service and strategic guidance to our clients while fostering a collaborative and supportive workplace for our employees.
We are currently seeking an experienced
Sr. Private Client Relationship Manager
to join our
Personal Lines team . In this role, you will manage a high-value personal lines book of business, serve as a trusted advisor to clients, and collaborate closely with internal teams to provide exceptional service and strategic risk guidance.
If you enjoy building meaningful client relationships, navigating complex insurance programs, and working with a team that values expertise and collaboration, we’d love to connect with you.
Position Overview 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.
Key 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.
Qualifications
Valid Property & Casualty License
8+ years of personal lines client service experience , preferably with high-net-worth or complex accounts
Insurance industry designations preferred (CIC, CISR, ARM, AAI, or similar)
Strong knowledge of personal insurance coverages
Strong knowledge of insurance marketplace trends
Experience with
Applied Epic
and
Microsoft Office Suite
Core Competencies
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
This role is primarily performed in an office or remote work environment. While performing job duties, employees may regularly sit, use a computer, and communicate with clients and colleagues.
Occasional travel may be required as business needs arise.
Why Join Glenwood Insurance?
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
Glenwood Insurance is an equal opportunity employer. We are committed to creating an inclusive environment where all employees can thrive.
#J-18808-Ljbffr