Personal Insurance Executive
Core
Provide expert advice and bespoke insurance solutions for high-net-worth individuals and complex assets including properties, collections, luxury vehicles, yachts, and aircraft.
Role type
Personal Lines Insurance Executive (HNW specialist)
Builds
Tailored insurance programs and claims advocacy for high-net-worth clients
Domain
Insurance / High Net Worth / Special Risk
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, strong verbal and written communication, problem solving, results driven, urgency to serve client needs, networking in luxury/financial circles, establishing referrals through local Realtors/Notaries/Mortgage Brokers
Technologies
High Value programs, special risk offerings, regular market offerings
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 while coordinating with attorneys and wealth managers, keeping current on evolving risks like cyber liability and climate exposures