Found Description
Deliver VIP service as a Concierge-Level Personal Insurance Representative, focusing on High-Net-Worth clients’ unique needs. Join a progressive brokerage dedicated to personalized insurance experiences.
In this role, you will act as a trusted advisor to affluent clients, managing their personal insurance portfolios with a strong focus on detail and service. Responsibilities include handling policy renewals, endorsements, and conducting comprehensive reviews to ensure complete coverage. Collaborating with other team members will be essential to foster strong client relationships.
Key Responsibilities:
• Oversee a portfolio of VIP personal insurance clients
• Manage renewals, endorsements, and inquiries professionally
• Conduct detailed reviews to identify potential gaps
• Provide exceptional customer service and support
• Collaborate with Commercial Account Executives on shared clients
Requirements:
• Active RIBO License required
• Proven experience in Per...
In this role, you will act as a trusted advisor to affluent clients, managing their personal insurance portfolios with a strong focus on detail and service. Responsibilities include handling policy renewals, endorsements, and conducting comprehensive reviews to ensure complete coverage. Collaborating with other team members will be essential to foster strong client relationships.
Key Responsibilities:
• Oversee a portfolio of VIP personal insurance clients
• Manage renewals, endorsements, and inquiries professionally
• Conduct detailed reviews to identify potential gaps
• Provide exceptional customer service and support
• Collaborate with Commercial Account Executives on shared clients
Requirements:
• Active RIBO License required
• Proven experience in Per...
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