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High Net Worth Insurance Specialist

4 weeks ago

Newport Beach, California, United States Jobot Full time
Job Summary

This role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables. The ideal candidate will have strong client relationships, ensuring coverage needs are met, and working closely with carriers to provide superior service.

Key Responsibilities
  • Conduct in-depth coverage reviews to ensure clients have comprehensive protection for homes, automobiles, yachts, fine art, jewelry, and other valuable assets.
  • Manage the entire insurance process, from initial client consultations, quotes, and policy issuance to ongoing servicing, renewals, and endorsements.
  • Develop and maintain strong relationships with key insurance carriers, ensuring access to competitive pricing and specialized products for high net worth clients.
  • Stay informed on market trends, products, and legal requirements related to personal lines insurance for affluent clientele.
  • Coordinate and assist with claims handling, offering clients support and guidance throughout the claims process.
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.
  • Experience with insurance management software and tools.