Personal Lines P&C & Life Insurance Specialist
Core
Specialized insurance specialist for affluent clients (U)HNW individuals, families, and C-suite executives, providing comprehensive property & casualty and life insurance solutions as part of a wealth protection strategy.
Role type
Senior IC insurance specialist (affluent client focus)
Builds
Tailored insurance programs for high-net-worth clients
Domain
Insurance / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Personal lines P&C expertise, Life insurance planning, High-net-worth client relationship management, Portfolio review, Coverage gap analysis, Quote and bind, Underwriting coordination, Estate planning, Luxury asset insurance (homes, autos, art, jewelry, yachts, aviation), Cyber insurance, Executive benefits, Succession planning
Preferred skills
Surplus Lines licensing, FINRA Series 6/7/63/66, Cross-selling life insurance solutions
Technologies
Insurance carriers and partners platforms
Responsibilities
Develop new business opportunities via internal referrals and external COIs, Conduct comprehensive insurance portfolio reviews, Design insurance programs for affluent clients, Analyze existing insurance for coverage gaps, Quote and bind policies, Identify life insurance planning opportunities through financial conversations, Coordinate underwriting with carriers and partners, Perform annual policy reviews, Collaborate with bankers to prepare for client meetings, Participate in joint calls and client reviews, Deliver concierge level service
Seniority
Senior, hands-on IC