Client Relationship Management – proactive outreach, annual review calls, and maintaining concierge-level service for HNW clients.
Risk Assessment & Coverage Design – tailoring bespoke insurance programs for complex assets.
Claims Advocacy – acting as a personal liaison during claims.
Market & Carrier Engagement – liaising with HNW underwriters, negotiating terms, and staying updated on specialty products.
Portfolio Monitoring – tracking policy renewals, coverage gaps, and changes in client circumstances or asset values.
New Business Development – networking in luxury, financial, and professional circles to generate referrals.
Discretion & Privacy Management – safeguarding client confidentiality while coordinating with attorneys, wealth managers, and family offices.
Continuous Learning – keeping current on evolving risks.

Level 2 General Insurance License
Minimum 2-3 years of experience as a Personal Lines producer or account manager
Strong verbal and written communication skills
Demonstrated problem solving skills
Results driven and enjoy the challenge of meeting and exceeding goals
Strong sense of urgency to serve the client’s needs as your top priority
Skills in establishing referrals through local Realtors, Notaries, Mortgage Brokers and Centers of influence in the community.

Personal Insurance Executive

Key skills