Personal Insurance Executive
Core
Senior insurance professional managing high-net-worth personal lines clients, designing bespoke coverage for complex assets like yachts and aircraft, and advocating during claims.
Role type
Senior Personal Lines Insurance Executive (HNW)
Builds
Tailored insurance programs for high-net-worth individuals and families
Domain
Insurance / Personal Lines / High Net Worth
Deliverable
client delivery
Required skills
Risk assessment, coverage design, claims advocacy, market engagement, portfolio monitoring, new business development, discretion, privacy management, continuous learning
Preferred skills
Networking in luxury/financial circles, establishing referrals through community centers of influence
Technologies
None specified
Responsibilities
Proactive client outreach and annual reviews, tailoring bespoke insurance programs for complex assets, acting as personal liaison during claims, liaising with HNW underwriters, tracking policy renewals and coverage gaps, networking to generate referrals, safeguarding client confidentiality, keeping current on evolving risks
Seniority
Senior, hands-on IC