Insurance Administrator
Founded in 1853, U.S. Trust is one of the country's premier wealth
management companies. The firm, with Headquarters in New York City,
provides investment consulting and management, planning, trust, and
liquidity and banking services to affluent individuals, families and
institutions nationwide. U.S. Trust Corporation has over $102
billion in assets under management and is a wholly-owned subsidiary
of The Charles Schwab Corporation. Our Mission is:
To be an organization that directly impacts and influences the future
of our clients, their children and grandchildren. Our success will be
determined by delivering top tier performance and innovation that is
unbiased and in the best interest of our clients, our colleagues and
our investors.
We are currently seeking an individual to serve as Insurance
Administrator within our Wealth Structuring Division.
In this position you will be responsible for managing insurance
protection for estate and trust property. These assets include such
items as houses, boats, vehicles, jewelry, artwork, and other
personal articles.
Specific responsibilities include:
Review existing insurance policy and verify that coverage
provides adequate protection
If additional or new insurance is needed, work with outside
broker to generate a new policy under the company's Master Trust
Program
Identify opportunities to reduce premiums and/or enhance
coverage
Evaluate Insurance Carriers within the Master Trust Program;
recommend changes as appropriate
Act as a consultant to Trust & Estate Administrators
Verify that all claims are processed and paid and the trust
or estate is made whole
Payment of premiums
Cancellation of insurance
Skills and experience:
Outstanding analytical skills
Strong negotiation skills
Excellent verbal and written communication skills
Demonstrated ability to be pro-active, self-motivated and
work independently
Confidence in exercising judgment
Client focused
Detail oriented with the ability to anticipate needs and
resolve problems
Experience in personal lines insurance a strong plus.
Note: The person we seek should have most if not all of the outlined
skills and a strong interest in learning property and casualty (P&C)
insurance. We will provide training in insurance as needed.
Education:
High school diploma required;
college degree preferred
Some course work toward CPCU designation or training in P&C
insurance through company training programs a significant plus
U.S. Trust is firmly committed to a policy affording equal employment
opportunity to every employee and job applicant in a manner wholly
consistent with federal, state, and city laws, and without regard to
race, color, religion, religious affiliation, sex, sexual preference,
national origin, marital status, disability or age.
REQUIREMENTS
none
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