High Net Worth Risk Management Specialist

1 week ago

Barrington, Illinois, United States The Plexus Groupe Full time
Job Title: High Net Worth Personal Risk Advisor

We are seeking a highly skilled and experienced Personal Risk Advisor to join our team at The Plexus Groupe. As a Personal Risk Advisor, you will be responsible for providing exceptional client service, building strong relationships with clients, and delivering innovative risk management solutions to high net worth individuals.

Key Responsibilities:
  • Provide technical support to clients, including analyzing quotes and coverage forms.
  • Responsible for client communications, conflict resolution, and compliance on client deliverables.
  • Ensure that client issues are efficiently handled and update the Client Executive.
  • Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately.
  • Ensure that all processes and procedures are completed within the structure of Plexus' operating model and meet all expected compliance and professional standards.
  • Create submissions and proposals in conjunction with the CE. Provide recommendations for standardizing the submission and proposal formats.
  • Assist clients with claims reporting instructions and undertake initial efforts to involve other available resources to resolve outstanding claim situations.
  • Ensure that the Plexus service platform is delivered within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive.
  • In conjunction with the CE, establish a strategy to expand the relationship by offering new products and programs to clients which are a fit with their business operations.
  • Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, review quotations of insurance for accuracy in conjunction with the CE, and prepare invoices and follow-up for collections of premiums.
  • Be able to undertake a certain amount of client-related travel with the CE and/or Producer to secure and enhance relationships with prospects and clients.
  • Carry a sense of urgency in supporting the CE during the pursuit of expanding an existing relationship and new business opportunities.
  • Enthusiastically engaged in furthering insurance knowledge through insurance related coursework, classes, seminars and conferences.
Requirements:
  • BA/BS degree or equivalent experience.
  • 5+ years personal lines insurance experience with high net worth clients.
  • Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately.
  • Working knowledge of personal lines insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations to policy forms/coverages.
  • Ability to travel to client, prospect and carrier meetings when needed.
  • Ability to work independently as well as collaboratively with a team.
  • Proficient in Microsoft Office Programs, loss forecasting software, agency management systems.
  • Must possess a current and valid Property & Casualty license.

The Plexus Groupe is a premier insurance brokerage and risk management consulting company. We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow. If you are looking to make an impact and seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.

PASSION. ALIGNMENT. ACTION.

We are an equal opportunity employer and are committed to diversity and inclusion in the workplace.

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