Sr. Private Client Relationship Manager

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)

• Bachelor’s degree preferred

• Strong knowledge of:

  • Personal insurance coverages

  • Underwriting practices

  • 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

Work 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.