What are the responsibilities and job description for the Senior Insurance Consultant for High-Net-Worth Clients position at Keyes Coverage Insurance Services?
Requirements and Qualifications
To be successful in this role, you must have a Florida 4-40 Customer Representative License or 2-20 General Lines License (Property & Casualty). Experience managing a High-Net-Worth Private Client book of business is essential. Thorough knowledge of brokerage operations, including procedures and applicable insurance laws/codes, is also required.
- Experience with Vertafore AMS360 and ImageRight is highly desirable.
- Excellent automation skills, including MIS, MS Office Suite, document management software, proprietary carrier systems, and phone systems.
