• Manage a portfolio of high net worth clients, understanding their unique insurance needs and providing tailored solutions for their properties, vehicles, jewelry, art, and other valuable assets.
• Foster and maintain strong relationships with clients, serving as their primary point of contact for all insurance-related inquiries and concerns.
• Coordinate with underwriters to negotiate terms, coverages, and pricing, ensuring that the proposed solutions align with clients' specific requirements and preferences.
• Proactively review and update policies, guiding clients through the renewal process and suggesting appropriate modifications to their coverage as needed.
• Identify cross-selling and upselling opportunities within the existing client base, collaborating with the sales team to maximize business growth and revenue.
• Stay updated on industry trends, market changes, and insurance regulations to provide clients with the most relevant and current information related to their insurance coverage.
• Resolve any client issues or concerns promptly and professionally, demonstrating a commitment to delivering exceptional service and exceeding client expectations.

• Bachelor's degree in Business, Finance, or a related field.
• A minimum of 3-5 years of experience in personal lines insurance, specifically with a focus on high net worth clients.
• Profound understanding of personal insurance products, coverage options, and underwriting principles.
• Strong communication and interpersonal skills, with the ability to effectively convey complex insurance concepts to clients.
• Proficiency in insurance management software and the Microsoft Office Suite.
• Possession of relevant industry certifications, such as a Property and Casualty License or Certified Insurance Counselor (CIC) designation, is highly preferred.

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