Private Client Account Executive
Client-focused high-net-worth account manager with experience managing relationships through business managers, family offices, and chief legal teams. Well-versed in working
Client-focused high-net-worth account manager with experience managing relationships through business managers, family offices, and chief legal teams. Well-versed in working
Experienced personal lines client executive with expertise in supporting high-net-worth accounts. Very well-versed in the carriers that operate within that
Extensive personal lines client service experience with the ability to manage complex middle-market and affluent accounts. Provides end-to-end client service and has
Private Client Manager with over a decade of experience supporting high-net-worth and preferred personal lines clients including celebrities and entertainers. Skilled in
Extensive experience within the Arizona insurance market with a deep network of referral sources, underwriting relationships, and client contacts, particularly
Extensive knowledge of high-net-worth and standard insurance carriers with a focus on delivering comprehensive service to affluent clients across homeowners,
Brings a strong foundation in risk analysis and client service along with extensive insurance expertise to deliver optimal products and coverage solutions for clients. Has a
Demonstrates strong expertise in private client risk management with in-depth knowledge of multiple high-net-worth carriers including AIG, Chubb, and PURE,
Extensive personal lines experience with contributions in service, marketing, and revenue development. Has demonstrated an ability to handle a sizable
Requires a flexible work arrangement because they will split time throughout the year living in Florida and Colorado. Brings strong