Personal Insurance Executive
Core
Personal Insurance Executive providing expert advice and solutions for high-net-worth clients on complex assets including properties, collections, luxury vehicles, yachts, and aircraft.
Role type
Senior IC personal insurance executive (HNW)
Builds
Bespoke insurance programs and claims advocacy for high-net-worth individuals
Domain
Insurance brokerage / High Net Worth / Personal Lines
Deliverable
client delivery
Required skills
Client relationship management, risk assessment, coverage design, claims advocacy, market engagement, portfolio monitoring, new business development, discretion and privacy management
Preferred skills
Level 2 General Insurance License, 3+ years experience as PL producer or account manager, networking in luxury/financial circles
Technologies
None stated
Responsibilities
Proactive outreach and annual review calls for HNW clients; tailoring bespoke insurance programs for complex assets; acting as personal liaison during claims; liaising with HNW underwriters and negotiating terms; tracking policy renewals and coverage gaps; networking to generate referrals; safeguarding client confidentiality; keeping current on evolving risks like cyber liability and climate exposures
Seniority
Mid-Senior, hands-on IC