Job Description
Job Description
We are seeking an experienced Personal Lines insurance professional who has experience working with high-net-worth clients.
Location: Los Angeles, CA (Remote and Hybrid options)
Compensation & Perks:
- Base Salary: $120,000 - $132,000
- Comprehensive benefits package
- Generous paid time off.
- A culture that emphasizes work-life balance.
Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients to understand their unique needs and provide personalized service.
- Risk Assessment and Management: Evaluate the client’s personal risk exposure and recommend appropriate insurance solutions to protect their assets and lifestyle.
- Policy Customization and Management: Customize insurance policies to suit the specific needs of high net worth clients, ensuring comprehensive coverage and exclusivity in service.
- Claims Assistance: Provide proactive and exceptional support during claims processes to ensure swift and satisfactory resolutions for clients.
- Regular Account Reviews: Conduct periodic reviews of client accounts to assess the adequacy of coverage and make necessary adjustments in response to changes in the client’s lifestyle or asset portfolio.
- Market Knowledge: Stay informed about market trends and developments in high-net-worth insurance products to offer the most current and practical solutions.
- Documentation and Compliance: Ensure all client records are accurately maintained, and all transactions comply with industry regulations and standards.
Requirements:
- Personal Lines account management experience focused on servicing high net worth accounts.
- Experience with family office accounts. is a plus.
- Active Property and casualty insurance license.
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
- Applied EPIC agency management system experience is a plus
- Must possess a professional demeanor and be able to manage time effectively.
- Excellent verbal and written communication skills.
- Ability to work well in a team-based environment.
Contact insurance search specialists for details about this position and to discuss other commercial lines of insurance, personal lines, including private client and employee benefits positions, and other insurance brokerage opportunities. www.mcdermottwolfe.com
Categories: Personal Lines Insurance, Retail Insurance Brokerage, Remote/Work from home, Private Client Insurance
Company Description
About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.
With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.
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.
Contact us today to learn how we can help you take the next step in your career.
Company Description
About Us\r\nInsurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. \r\n\r\nWith over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.\r\n\r\nWe 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.\r\n\r\nContact us today to learn how we can help you take the next step in your career.