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About the Role

Seeking a high performing personal lines/life insurance professional with a demonstrated track record who thrives on building relationships and solving complex client challenges. Responsible for developing new business and delivering sophisticated insurance solutions to UHNW individuals, families, and C-suite clients. This role specializes in personal lines property and casualty insurance while also identifying and advising clients on life insurance needs as part of a comprehensive wealth protection strategy. Working closely with Private Bankers, Wealth Advisors and Commercial Bankers, this candidate serves as a trusted advisor helping clients protect all the things that matter most to them like their home, autos, collections, personal liability and financial legacy.

Responsibilities

Develop new opportunities through referrals from Private Banking, Commercial Banking and other parts of the firm as well as from external COIs
Conduct comprehensive insurance portfolio reviews
Cross sell life insurance and other personal risk management solutions
Design insurance programs for affluent clients
Analyze existing insurance for coverage gaps
Quote and bind
Identify life insurance planning opportunities through financial conversations
Conduct life insurance needs analysis
Recommend solutions to meet client needs
Coordinate underwriting with carriers and partners
Deliver concierge level service
Collaborate with bankers to prepare for client meetings
Participate in joint calls and client reviews
Perform annual policy reviews
Perform special projects, and additional duties and responsibilities as required
Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training
Maintain compliance with applicable federal, state and local laws and regulations

Requirements

Active Property & Casualty License
Active Life Insurance License
Proven track record of success working serving affluent clients
Deep technical expertise
Passion for delivering exceptional client service
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders

Skills

Insuring high value homes
Insuring luxury autos
Insuring fine art
Insuring jewelry
Yacht insurance
Aviation insurance
Cyber insurance
Estate planning
Executive benefits
W transfer strategies
Succession Planning

Location

San Francisco, CA 94104

Work Type

Onsite

Experience Level

5+ years of personal lines and life insurance sales experience

Education Level

Undergraduate Degree (4 years or equivalent)

Salary/Compensations

$73,118.25 - $127,700.00

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

About the Company

Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws.
Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law.
Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.

Equal Opportunity

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable.