Client Risk Advisor - Personal Lines
- Employer
- Capstone Search Group
- Location
- New York City, New York
- Salary
- $140-145k plus benefits package
- Posted
- Jan 22, 2018
- Closes
- Mar 23, 2018
- Ref
- 6796
- Category
- Risk Management, Underwriting
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
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 seekā¦.
- 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