Vice President And Wealth Insurance Advisor
Current- Analyze current personal insurance portfolios for clients of RTC's Investment Management Group.- Advise of potential discrepancies and/or insufficiencies in coverage contracts and limits, in comparison to the client's philosophy on insurance and the ownership structure of their physical assets. - Provide recommendations for risk management and deliver a comprehensive proposal of alternative carrier options, coverage and pricing. - Perform annual reviews to maintain appropriate coverage levels, and discuss market trends and lifestyle changes.