Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Erika Pinkus

New York

Summary

Detail-oriented individual with exceptional communication and time management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Excels in building relationships, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.


Overview

10
10
years of professional experience
1
1
Certification

Work History

VP, Senior Client Advisor

Marsh McLennan Agency
02.2025 - Current

AVP, Senior Client Advisor

Marsh McLennan Agency
12.2021 - 02.2025
  • Manage a portfolio exclusively composed of large, complex accounts, with a specialized focus on servicing family offices, which includes 100+ Ultra High Net Worth individuals, totaling $6.2M in annual premium.
  • Organize and lead regular client meetings (weekly/daily), preparing proposals, executive summaries, and tailored client-facing materials.
  • Selected to work directly with leadership during the merger of a Group Excess Liability Program, supporting strategic planning, implementation, and stakeholder communication.
  • Attend numerous high-value onsite inspections fostering direct collaboration with carrier appraisers, while elevating the firm's client-facing presence.
  • Work closely with internal teams-including claims, yacht, excess & surplus, D&O, commercial, operations, billing, etc., to ensure seamless client-focused service and delivery.
  • Expand a network of high-net-worth individuals through targeted business development efforts and referrals from satisfied clients.
  • Cultivate and sustain trusted relationships across the industry, including key underwriting partners, to enhance service delivery and market positioning.
  • Serve as a go-to resource for new hires and junior associates, offering hands-on training and ongoing guidance.

AVP, Account Executive - Private Client Services

HUB International Northeast
10.2019 - 12.2021
  • Managed the entire account-service process for 150+ High Net Worth and Ultra High Net Work clients totaling $5M in annual premium.
  • Performed in-depth annual reviews with clients to ensure no gaps in coverage with renewal summaries and interactive presentations.
  • Maintained relationships with our partner carriers and access specialty programs for excess and surplus lines, to place complex risks.
  • Negotiated with multiple insurance carriers and underwriters on a day-to-day basis to provide comprehensive coverage options, secure best terms, conditions, and pricing.
  • Maintain communication between financial advisors, family offices, and insurance carriers to advise clients on changes in the insurance marketplace.

Private Client Services Executive

Personal Risk Management Solutions
01.2018 - 06.2019
  • Directed a 3-person team responsible for servicing over 90 High-Net-Worth clients and 70 VIP clients, with a total of $2M in annual premium.
  • Prepared and presented detailed weekly and monthly business reports for CEO and COO, facilitating executive-level insights and actions.
  • Oversaw home and private art gallery claim inspections, managing communication with appraisers, and reviewing extensive art portfolios to align valuation and cost expectations.
  • Oversaw claims handling on behalf of clients for diverse insurance coverages, advocating for optimal outcomes and seamless communication.

Private Client Services Associate

Personal Risk Management Solutions
10.2016 - 12.2017
  • Acted as a trusted advisor to 50+ clients, providing tailored insurance recommendations based on their individual needs.
  • Assisted multiple team members daily while meeting tight deadlines in a fast-paced, client driven environment.
  • Developed comprehensive insurance proposals by assessing client information , underwriting files, and coordinating with carriers to deliver customized coverage solutions.
  • Worked cross-functionally with senior account executives, risk managers, and executive leadership-including the CSO and COO-to ensure seamless services and strategic alignment.

Executive Assistant

EMPR Management, Booking & Events
06.2015 - 08.2015
  • Organized and managed all aspects of administrative and support tasks, including client communication, meetings, and calendar management for the CEO.
  • Planned and produced 10+ events that generated social buzz and built PR momentum for artists, venues, and brands.
  • Promoted and communicated with artists, record labels, PR teams, and agents leading to artist collaborations, albums, and shows.

Education

Bachelor of Arts - Sociology With A Minor Business Administration, Eller School of Business

University of Arizona
Tucson, AZ
04.2016

Skills

  • Team leadership
  • Proposals and presentations
  • Project management
  • Relationship building
  • Critical thinking
  • Strategic planning
  • Decision-making
  • Training and mentoring

Certification

  • Chartered Private Risk and Insurance Advisor (CPRIA)
  • Licensed Property & Casualty Insurance Producer

Timeline

VP, Senior Client Advisor

Marsh McLennan Agency
02.2025 - Current

AVP, Senior Client Advisor

Marsh McLennan Agency
12.2021 - 02.2025

AVP, Account Executive - Private Client Services

HUB International Northeast
10.2019 - 12.2021

Private Client Services Executive

Personal Risk Management Solutions
01.2018 - 06.2019

Private Client Services Associate

Personal Risk Management Solutions
10.2016 - 12.2017

Executive Assistant

EMPR Management, Booking & Events
06.2015 - 08.2015

Bachelor of Arts - Sociology With A Minor Business Administration, Eller School of Business

University of Arizona