HNW Senior Client Manager

Company Description Maury Donnelly & Parr, Inc. (MDP), established in 1875, is a trusted insurance agency with over a century of history. Headquartered in Baltimore and with eight offices nationwide, MDP serves a diverse clientele, ranging from private and publicly traded companies to specialized sectors such as technology, real estate, hospitality, and marine industries. The firm represents numerous insurance companies and offers comprehensive solutions, including specialty products and excess placements throughout all 50 states. MDP's commitment to exceptional service and client-specific solutions has earned it recognition as one of the region’s leading insurance agencies. Role Description The HNW Senior Client Manager is a full-time, on-site position based in Delray Beach, FL. In this role, you will manage relationships with high-net-worth clients, providing tailored insurance and risk management solutions. Key responsibilities include assessing client risks, preparing and presenting customized insurance proposals, renewing policies, assisting with claims, and ensuring compliance with regulations. You will collaborate with underwriting and claims teams to deliver excellent service and maintain client satisfaction. Qualifications Proven expertise in client relationship management and servicing high-net-worth individualsStrong background in risk assessment and customized insurance solutions for diverse needsExcellent communication, negotiation, and presentation skillsAbility to work collaboratively within a team while independently managing client accountsProficiency in insurance industry software and tools, as well as familiarity with regulatory complianceBachelor’s degree in Business, Finance, Risk Management, or a related fieldRelevant professional certifications (e.g., CPCU, ARM, CIC) are desirable