Nick Licursi, Capi Email & Phone Number

New York, Ny, Us

Boston, Ma, Us

Manage the overall client experience for our high-net-worth clients and works to develop proactive risk management strategies and unique programs that enable our clients to face the future with confidence.Nicholas also works directly with successful families as their personal risk advisor. He assesses clients’ needs, identifies future risks, and develops customized, comprehensive personal insurance solutions that align with their risk management priorities

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Administrating the resources for all family office clients and assuming a Senior Account Executive role for Family office clients. Responsible for training and monitoring of staff on family office workflows and service platform. Primary Marketing contact for insurers for family office niche of business. Occasional travel to regional offices for training.

Boston, Ma, Us

Manage High Net Worth client relationships by actively servicing accounts and developing new opportunities Respond to client inquires, service requests and claims issues within established timeline Execute coverage analysis to identify coverage gaps and additional needs Manage annual renewal process: strategic planning, submission preparation, marketing analysis, prepare renewal presentation, execute binding instructions, and deliver policies Private Risk Management Association (PRMA) 2017 Emerging Leader Recipient

Service high-net worth clients.Assist Account Executives in processing daily workflowProcess applications, binders, policy changes, cancellations, etc. as assignedAssist with telephone calls when A/E is unavailableVarious administrative duties as deemed necessary by A/EWord processing, Internet and Spreadsheet work as needed on accountsAssist in getting quotes from various companiesPrepare new business and renewal proposalsProcess invoices for agency billed policies and any accompanying lettersParticipate in company and agency sales promotionsInputting and updating new policies and renewalsFollow up on change requestsComplete policy checklist and process recommendation lettersOther duties that are assigned by the Team Leaders and/or Account Executives

Service high-net worth clientsAssist Account Executives in processing daily workflowProcess applications, binders, policy changes, cancellations, etc. as assignedAssist with telephone calls when A/E is unavailableVarious administrative duties as deemed necessary by A/EWord processing, Internet and Spreadsheet work as needed on accountsAssist in getting quotes from various companiesPrepare new business and renewal proposalsProcess invoices for agency billed policies and any accompanying lettersParticipate in company and agency sales promotionsInputting and updating new policies and renewalsFollow up on change requestsComplete policy checklist and process recommendation lettersOther duties that are assigned by the Team Leaders and/or Account Executives

Northbrook, Il, Us

Customize insurance programs to suit individual customers.Ensure that policy requirements are fulfilled.Calculate premiums and establish payment method.Sell various types of insurance policies to businesses and individuals on behalf of Allstate, including automobile, fire, life and property.Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.Perform administrative tasks, such as maintaining records and handling policy renewals.Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.LICENSEDecember 2008 – New York State Property &Casualty