High Net Worth Risk Advisor
HOTALING INSURANCE SERVICES
Jan 2022 - Jan 2024 (2 years 1 month)
Advisors, Family Ofices, and Business Owners. Recommended advanced market strategies to ensure clients businesses and goals were met, reviewed client exposures, loss experience, and current coverage to recommend appropriate products and services. Presented clients with accurate market data from appropriate resources to advise and counsel on complex risks, provided proactive day-to-day client service by anticipating and evaluating client needs and responding to clients in a timely manner. Managed client accounts receivable to ensure timely collection of premiums and payments to carriers. Conducts client renewal reviews while implementing and maintaining a quality service plan ensuring the accuracy of binders, policies, and other relevant doc