Susan Cooper

.Manage and service a portfolio of high-net-worth personal lines clients.

• Provide expert advice to clients regarding coverage, exposures, and risk mitigation tactics.
• Conduct thorough coverage reviews and promote cross-selling opportunities.
• Remarket and secure policies to ensure competitive placement.
• Collaborate with insurance carrier partners for optimal solutions.
• Establish trustworthy relationships with clients through proactive communication and white-glove approach.
• Experience working with top-tier carriers such as Chubb, Pure, Berkley One, AIG, and Cincinnati
• Ensuring client retention through exceptional service.
• Provided leadership and mentorship to junior team members, driving them to success.

• Assessed and analyzed clients’ current insurance coverage and recommended appropriate adjustments.
• Reviewed policies, processed renewals and made changes to policies as necessary.
• Assisted clients in filing claims and provided support throughout the claims process.
• Maintained accurate client records and documentation.
• Creating and presenting renewal proposals and conducting engaging annual reviews.

• Perform all phases of new business and renewals including preparation of applications, negotiation with underwriters, obtaining quotes, and creating proposals.
• Analyzed high-net-worth clients' policies and provided a high level of service by explaining insurance coverage.
• High-net-worth experience with Chubb, Pure, Berkley One, and Cincinnati.
• Used knowledge of company products and services to commend solutions to clients.
• Upsold products to policyholders and potential new clients.
• Provided quick turnaround time with clients when they called with questions.
• Educated staff on new insurance products and underwriting guidelines.
• Provided leadership and mentorship to junior team members, driving them to success.
• Conducted competitive product assessments to ensure optimal pricing strategy.

• Carried out all stages of new business and renewal processes, including formulating applications, negotiating with underwriters, securing quotes, and developing proposals.
• Evaluated insurance policies for a high-net-worth book of business, delivering exceptional service through clear explanations of coverage.
• Gained extensive experience with high-net-worth clients utilizing companies like Chubb, Pure, AIG, and Ace
• Leveraged in-depth understanding of company offerings to recommend tailored solutions to clients.
• Collaborated closely with underwriters and carriers to negotiate optimal coverage terms and secure competitive pricing.
• Actively upsold products to current policyholders and prospective customers.