As an Advisor at BCU Risk Advisors, I specialize in providing insurance solutions and risk management services to successful individuals and families with complex insurance needs. My key responsibilities as a client insurance advisor include:1. Risk Assessment: Conduct thorough evaluations of a client's financial situation, assets, and liabilities to understand their risk profile and identify potential areas of vulnerability.2. Customized Insurance Solutions: Designing personalized insurance policies that offer comprehensive coverage for high-value homes, luxury cars, yachts, art collections, jewelry, and other valuable possessions.3. Carrier Selection: Collaborating with a network of insurance carriers that specialize in serving high-net-worth clients to find the most suitable and competitive insurance products.4. Coverage Recommendations: Providing expert advice on appropriate coverage limits, policy features, and exclusions to ensure adequate protection for the client's unique assets and lifestyle.5. Policy Management: Assisting clients in managing their insurance portfolio, including regular policy reviews to ensure coverage remains up-to-date and aligned with any changes in the client's circumstances.6. Risk Mitigation: Offering risk management strategies and loss prevention measures to minimize potential risks and reduce the likelihood of insurance claims.7. Claims Handling: Guiding clients through the claims process and advocating on their behalf to ensure a smooth and fair settlement in the event of a covered loss.8. Confidentiality and Personalized Service: Maintaining a high level of confidentiality and providing personalized service to meet the individual needs and preferences of private clients.I typically work closely with other financial advisors, such as wealth managers, estate planners, and attorneys, to ensure a holistic approach to the client's overall financial and risk management strategy.

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As a Marketing Specialist at HUB International, I worked closely with Private Client Advisors to structure personalized insurance programs for successful individuals and families. This included collaborating with our network of insurance carriers that specialize in serving high-net-worth clients to find the most suitable and competitive insurance products.This allowed me to develop negotiation skills to ensure our prospective clients received the best terms and rates from our carrier panel. This role had strict deadlines and required strong communication skills.

Helped Commercial and Personal Line Agents with coordinating renewals, processing endorsements, billing alerts, and various administrative tasks.