About this role
Sr Private Client Relationship Manager at Insbrk. Location: Boston, Massachusetts, United States. Role: conducting assessments, cultivating relationships, developing solutions Requirements: Bachelor's in business/finance,7+ years personal lines experience with high-net-worth clients,valid property & casualty insurance license,proficiency with agency management systems and Microsoft Office,excellent communication and presentation skills. Category: Sales Seniority: Senior Level Tools: agency management systems, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: property & casualty (p&c), cpcu, cpria, cisr, aai Commitment: Full Time Workplace: Hybrid Languages: English