What are the responsibilities and job description for the Insurance Professional with a Focus on High-Net-Worth Clients position at CivicMinds, Inc?
Role Requirements
To succeed in this role, you will need:
- 7-10 years of experience in personal insurance, focusing on high-net-worth clients.
- Proven success in managing complex portfolios and providing exceptional client service.
- Experience negotiating with underwriters and carriers.
You will also need a Bachelor's degree in business, finance, risk management, or a related field, and professional designations like CPCU, ARM, or CIC are a plus.