*Present clients with accurate market data from appropriate resources to advise and counsel on complex risks * Review client exposures, loss experience and current coverage and recommends appropriate products and services * Provide proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email * Quote coverages for existing clients and remarket when necessary * 5+ years personal lines insurance experience; preferably working with HNW clientele ? Property & Casualty (P&C) License
Aug 09, 2024