Relation Insurance Services Benefits Overview

The Risk Advisor is responsible for acquiring new insurance accounts, maintaining client relationships, and achieving sales objectives through consultative selling and effective communication of complex insurance products.

Manage relationships and insurance portfolios for high-net-worth clients. Assess needs for luxury homes, vehicles, art and collectibles; design customized coverage; handle renewals, endorsements, claims advocacy, carrier negotiations, and regular portfolio reviews. Provide risk management advice, use proprietary AI and software tools, ensure regulatory and company compliance, and travel to client sites as needed.

The Risk Advisor generates new insurance clients, maintains existing accounts, and designs custom insurance plans while ensuring client education and satisfaction.