Job Summary

• Diving deep into client exposures and loss experiences to understand their current coverages and recommend the right products and services.
• Presenting clients with accurate market data and helping them navigate complex risks with informed advice, while anticipating client needs.
• Success will be measured by client retention, so delivering exceptional service is crucial, alongside growing the business through referrals and expanding client programs.

Matching Summary

Salary

Base: $89,500 to $166,900; Bonus/Equity: Performance-based incentives; Benefits: Health and welfare benefits, tuition assistance, 401K, retirement programs, employee assistance programs

Skills & Requirements

Key Requirements

• 3+ years personal lines insurance experience
• High-Net-Worth clientele experience
• Property & Casualty (P&C) License
• Client service orientation
• Ability to travel

Work Rights