A company is looking for a Yacht Client Advisor Manager (Remote East Coast).
Key Responsibilities
Guide client advisory efforts and ensure high client satisfaction
Manage team performance, including forecasting and conducting performance reviews
Build relationships with Centers of Influence and oversee client communications and presentations
Required Qualifications
5+ years of experience managing individuals and team goals preferred
3-5+ years of yacht insurance background required with client-facing experience
Property & Casualty (P&C) License
Experience in personal lines insurance with High-Net-Worth clientele
Ability to travel for client and company meetings as needed
Client Advisor • Oakland, California, United States