Private Client Marketing & Placement Specialist (Part-Time)
Core
Technical insurance expert designing, marketing, and placing complex personal insurance programs for affluent and high-net-worth clients.
Role type
Private Client Marketing & Placement Specialist
Builds
Customized insurance programs for high-net-worth individuals
Domain
Personal Insurance / High-Net-Worth Risk Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Complex property and liability risk analysis, carrier negotiation, creative placement strategies for difficult risks, underwriting documentation management, market condition evaluation
Preferred skills
CISR, CIC, CPRIA, or CPCU designations
Technologies
Applied Epic
Responsibilities
Market and place new and renewal private client insurance accounts with premier carriers, Analyze complex property, liability, and excess liability exposures, Negotiate coverage terms, pricing, and underwriting exceptions with carrier partners, Identify creative placement strategies for difficult-to-insure risks, Prepare and manage carrier submissions and underwriting documentation, Collaborate with producers to develop customized insurance programs
Seniority
Mid-Senior, hands-on IC