Private Risk Advisor - High Net Worth
Holman Enterprises

Job Info

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Holman Insurance Services is a full-service brokerage managing personal and commercial insurance products for auto, home, boat, recreational vehicle and life insurance from an array of top-rated carriers. We work with clients as their insurance advocate, asking the right questions to find them the right coverage with the right carriers.

Holman Automotive Group was founded on family values with a passion for customer satisfaction. Our success and ability to provide outstanding service for over 90 years is due to our most valuable resource…our employees. Now into the third generation of family leadership, Holman Automotive Group is poised to continue its success for decades to come. Do you want to work in a family environment where customer service is our passion? Join a Best-In-Class organization …Apply Today!

Holman Insurance Services has an outstanding opportunity for a High Performing High Net Worth- Private Risk Advisor

Position Overview:

• Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers
• Attention to detail, adherence to underwriting guidelines and persistent follow-up will be critical for proper issuance of policies
• Develop and maintain an active list of High Net Worth introductions and prospects (clients generating an excess of $5,000 in revenue
• Self-generated leads may be supplemented by leads from Holman's High End Dealers as well as cross sell opportunities from other Holman operations
• Develop and maintain a referral network with other professionals such as Financial Advisors, Bankers, Realtors, Attorney's and CPA's
• Develop quotes and information for clients addressing specific situation
• Information should be delivered in a consultative, needs-based approach that will focus on value versus price
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested
• Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household.
• Emphasis will be on understanding the holistic view of the household insurance opportunity. In addition to automobile insurance, this may include home, other property, excess liability and life insurance.
• Effectively manage customer concerns while escalating to management when appropriate
• Work closely with management team to help achieve premium and retention targets for all lines of selected business
• Work closely with marketing teams to develop relevant content for high-net worth market
• Act as an Insurance Group brand ambassador across the organization and all Holman functions
• Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives
• This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline
• Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested
• Every employee in the insurance business will share responsibility for creating a unique and positive experience for our clients, prospects and business partners during each interaction
• Build and maintain relationships with carrier underwriting partners
• Stay up-to-date on the latest industry, carrier, and underwriting guidelines
• Some travel within assigned markets for meetings, prospecting calls and network development
• Perform all other duties and special projects as assigned

Relevant Work Experience:

• 2+ years' experience in the insurance industry
• Established book of business and referral network
• Proven track record in achieving production goals within high net worth space
• Experience working with CRM systems such as Sales Force and Applied Epic is a plus

Education and/or Training:

• Four-year college degree or demonstrated equivalent experience as determined by department management.
• Property & Casualty Insurance License
• Extensive knowledge of high net worth carrier underwriting guidelines and requirements

Holman Enterprises provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

This job has expired.