High-Net- Worth Clientele Service Specialist

Region: London Region

Work Preference: Hybrid, Office

  • ID: p-201801
  • Description: This candidate is responsible for retaining and building strong relationships with high-net-worth Clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families. She is a seasoned professional with 10 years of personal insurance experience with a proven record of accomplishment.
  • Goal: She is eager to expand her knowledge and further develop her skills within the Private Client Market.
  • Accomplishments: She assesses risk effectively and places policies with the most appropriate markets
  • Systems: EPIC, TAM, Pivotel, ARS, One Note, Multiple Company Portals, Microsoft Products.
  • Markets: Multiple markets plus CHUBB, Prestige, Hagerty, Onyx, Ovation for high-net-worth clients.
  • Years of Experience: 10 years
  • Salary: Looking for a base of $75k + commission on new and if applicable renewal business.
  • Education: RIBO, Administration
  • Languages: English
  • Location: London Region
  • Area of Expertise: Specializes in insuring homes with rebuilding costs exceeding $1.5 million and high value vehicles
Additional Comments
She was wonderful to speak with and interview. She is very motivated to grow her career but would like to work for a brokerage that has team players, and are willing to train if she were to take on more work or something new in the dept to advance her knowledge. She would like to take on some insurance courses to add to her knowledge.
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