As a Senior Account Executive at Concierge Insurance Solutions, I provide personalized and comprehensive insurance solutions for high net worth individuals and families who have substantially more to preserve. With over eight years of experience in the personal insurance industry, I have developed the skills and knowledge to tailor each client's portfolio to their unique needs and goals, while maximizing efficiency and economy.I hold licenses in both Life/Fixed annuities and Personal Lines (property and casualty) insurance, and I am constantly learning and updating myself on the latest trends and best practices in the field. I am passionate about helping my clients protect their assets and wealth from potential risks and liabilities, and I strive to deliver exceptional service and value. My mission is to build long-term and trusted relationships with my clients, and to empower them to make informed and confident decisions about their personal risk management.
Listed skills include Microsoft Office, Marketing, Customer Service, Sales, and 30 others.