Personal Lines High Net Worth Placement Specialist
Core
Manage and execute new business and renewal processes for high net worth personal lines insurance accounts, including exposure analysis, quote specifications, and coverage proposals.
Role type
Personal Lines High Net Worth Placement Specialist
Builds
Customized insurance coverage solutions for high net worth individuals
Domain
Insurance / Personal Lines / High Net Worth
Deliverable
client delivery
Required skills
exposure analysis, quote specification, coverage negotiation, policy review, financial modeling, market relationship management, licensing compliance
Preferred skills
agency management systems (Epic), industry designations (CRM, CISR, CIC, AAI, ARM, CPCU)
Technologies
Microsoft Excel, Acord applications, carrier rating systems
Responsibilities
Maintain timelines for new business and renewal processes, review insurance policies and recommend improvements, prepare property and casualty insurance submissions, analyze client exposure and loss data, maintain relationships with insurance carriers and wholesalers, perform coverage gap analysis and deliver strategic recommendations
Seniority
Mid-level, hands-on IC