Personal Lines Portfolio Advisor

2 weeks ago


Calabasas, California, United States Jobot Full time
Job Summary: Personal Lines Portfolio Advisor

We are seeking a highly skilled and experienced Personal Lines Portfolio Advisor to join our team at Jobot. As a key member of our organization, you will be responsible for managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.

About the Role:
* Manage and service high net worth client accounts with a focus on delivering exceptional customer experiences.
* Develop and maintain strong relationships with key insurance carriers to access competitive pricing and specialized products for high net worth clients.
* Conduct in-depth coverage reviews to ensure clients have comprehensive protection for their valuable assets.

Requirements:
* Proven experience in personal lines insurance with a focus on high net worth clients.
* In-depth knowledge of personal insurance products, including homeowners, auto, umbrella, watercraft, and specialty coverage for high-value assets.
* Excellent communication, negotiation, and customer service skills.
* Strong organizational skills with the ability to manage multiple accounts simultaneously.

Benefits:
* Competitive salary: $120,000 - $180,000 per year, depending on experience.
* Opportunity to work with high net worth clients and develop your expertise in personal lines insurance.
* Collaborative and dynamic work environment.

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