Client Risk Advisor - Personal Lines
New York, NY
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.
Client Risk Advisor reviews client insurance
programs, evaluates risk exposure and prepares written reports.
collecting policy, underwriting and other information from insurance brokers
and clients. Analyzing risks exposure and policy information.
Authoring insurance reviews which include recommendations for improving
Traits and experiences we seek….
Experience as a personal lines underwriter or brokerage
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.