Risk Advisory Specialist

2 days ago


San Francisco, California, United States Insurance Search Specialists Full time
Job Description

Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

We are currently looking for a Risk Advisory Specialist to join our team. In this role, you will be responsible for providing expert advice on risk management and insurance solutions to ultra-high-net-worth clients. You will also work closely with family offices to coordinate comprehensive insurance programs and efficiently use the Applied Epic agency management software for all account management activities.

To be successful in this position, you will need to have a minimum of 5 years of experience in personal lines account management, specifically with ultra-high-net-worth clients. You must possess a current Property & Casualty license and have proficiency in Applied Epic and Microsoft Office. You will also need to have exceptional client service skills, attention to detail, and the ability to handle confidential information with discretion.

The salary for this position is estimated to be around $155,000 per year, depending on experience. Benefits include an excellent benefits package including medical, dental, vision, wellness programs, FSA, and 401(k), as well as generous paid time off and a culture that emphasizes work-life balance.

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