Client Risk Advisor - Personal Lines

New York City, New York
$140-145k plus benefits package
Jan 22, 2018
Mar 23, 2018
Job Type
Full Time

The Client Risk Advisor is part of a smart, talented, experienced, and dedicated team of professionals helping people build a comprehensive wealth plan. Protecting personal assets from loss is a key part of that wealth plan.  The Client Risk Advisor will assist with property and casualty insurance reviews.

What are the specs of the Client Risk Advisor role?

  • Client Risk Advisor will review client insurance programs
  • Client Risk Advisor will evaluate risk exposure and prepares written reports. This includes collecting policy, underwriting and other information from insurance brokers and clients. 
  • Client Risk Advisor will analyze risks exposure and policy information. 
  • Client Risk Advisor is responsible for authoring insurance reviews which include recommendations for improving insurance programs.

Traits and experiences we seek….

  • Experience as a personal lines underwriter or brokerage client representative.
  • 5 to 8+ years of experience working with insurers such as AIG Private Client Group, Chubb and PURE ideal but not required.
  • CPCU, ARM, CPRIA and/or CAPI desirable and helpful.
  • Strong technical knowledge and business judgment.

**This role offers a comprehensive benefits package