UHNW Risk Placement Specialist

Posted yesterday

relation insurance servicesPleasant Hill (CA)

Financial Risk Specialists Direct Property and Casualty Insurance Carriers

SENIORITY

Senior

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About the role

Relation Insurance Services in Pleasant Hill, CA is seeking a Risk Placement Specialist to support sales and retention by delivering marketing support, evaluating referrals for HNW/UHNW criteria, and routing to Private Client or Personal Lines as needed. You will develop renewal strategies, analyze markets and carrier options, manage end-to-end placements, negotiate favorable terms with carriers, and prepare comprehensive proposals while staying compliant with regulations and adopting new

Before you apply

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Your profile is current

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.