Private Client Specialist
4 days ago
About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.
Our Mission:
To connect insurance professionals with the right brokerages and ensure that our clients and candidates find the perfect match for their needs.
Why Join Us?
We offer a competitive base salary of $140,000 - $160,000 per year, excellent benefits package, and generous paid time off. Our team is passionate about delivering exceptional client service and creating a work-life balance culture.
Key Responsibilities:
- Manage client relationships and provide expert advice on risk management and insurance solutions.
- Work closely with family offices to coordinate comprehensive insurance programs.
- Efficiently use Applied Epic agency management software for all account management activities.
- Oversee policy renewals, endorsements, and claims management to ensure client satisfaction.
Requirements:
- Minimum 5 years of experience in personal lines account management, specifically with ultra-high-net-worth clients.
- Must possess a current Property & Casualty license.
- Proficiency in Applied Epic and Microsoft Office; deep understanding of personal insurance products and market trends for high-net-worth individuals.
Location:
This is a remote position based in the San Francisco Bay Area, California.
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