Job Description

Job Description

Responsibilities

  • Build, manage, and strengthen relationships with clients by understanding and addressing their personal insurance needs.

  • Provide advisory services and tailored solutions for both high-net-worth and standard personal lines clients.

  • Market, quote, and place personal lines policies, ensuring recommendations align with each client’s goals and coverage requirements.

  • Analyze insurance policies, endorsements, and renewals to ensure accuracy, adequate coverage, and compliance with company and industry standards.

  • Act as a trusted advocate for clients during claims, providing support and working with adjusters, underwriters, and providers to ensure timely and satisfactory resolutions.

  • Collaborate with insurance carriers to negotiate pricing, manage renewals, and design package solutions that best fit client needs.

  • Stay up to date with market trend...

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