TWFG Insurance (The Woodlands Financial Group) · 2 weeks ago
High-Value & Personal Lines Insurance Specialist
Schenectady, NY
Full-time
Onsite
Mid Level
3+ years expTWFG Insurance is seeking a High-Value & Personal Lines Insurance Specialist to join their dynamic team. This role involves providing exceptional service to high-net-worth clients and managing personal lines coverage, while developing customized risk management strategies and maintaining long-term client relationships.
Insurance
Responsibilities
Serve as the primary insurance advisor to our agents for high-net-worth clients, providing customized risk management strategies
Assess and analyze the client’s personal and business exposures, including homes, valuables, collections, autos, yachts, and liability risks
Collaborate with carriers to secure competitive quotes and negotiate terms
Deliver outstanding customer service and maintain long-term client relationships
Educate agents on internal processes and carrier guidelines
Provide personal lines and high-net-worth insurance ongoing agent support
Stay current on industry trends, emerging risks, and regulatory changes affecting high-net-worth clients
Qualification
Required
Minimum 3 years of experience in personal lines insurance, with a focus on high-net-worth clients a must
Active Property & Casualty license
Strong knowledge of high-value insurance products and carriers (e.g., Chubb, PURE, and AIG Private Client)
Proficiency in insurance management systems and Microsoft Office
Benefits
Health, dental, and vision coverage.
Professional development opportunities.
Supportive team environment with growth potential.
Company
TWFG Insurance (The Woodlands Financial Group)
At TWFG, we operate with one core promise in mind; “Our policy is caring.” Simply put, we believe in treating our customers like people, not policies.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Tom Sowell
Partner
Recent News
2025-08-13
Company data provided by crunchbase