Luxury Trusted Advisor - Luxsurance Elite

WHY Jewelers Mutual: We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.
With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group! Summary The Luxury Trusted Advisor (LTA) role demands a seasoned professional who excels in delivering an elevated service experience to high-net-worth clientele.
The responsibilities encompass an intricate blend of client management, retail relations, and streamlined onboarding processes within the luxury insurance landscape.
Essential Duties and Responsibilities include the following.
Other duties may be assigned.
Luxsurance VIP White-Glove Concierge Service: Provide a distinguished white-glove concierge service exclusively tailored for Luxsurance Elite VIP clients within the Luxsurance Retailers network.
Serve as the vital liaison between JM underwriting and our esteemed VIP clientele.
Facilitate the seamless download and utilization of the Luxsurance Digital Vault for VIP clients, ensuring a secure and accessible repository for their valuable assets.
Conduct diligent follow-ups with Retailers to track the completion or decline of policies.
Proactively monitor and update policies for additional jewelry pieces, securing future additions to the coverage.
Establish and maintain the Luxsurance Elite Insurance book, ensuring accurate and up-to-date records.
Collaborate closely with Retailers and Luxsurance Business Manager to optimize service delivery.
Retail Sales Relations: Cultivate and nurture robust relationships between Luxsurance Elite and Luxsurance Retail stores, fostering a strong partnership.
Coordinate customer service initiatives in collaboration with Luxsurance Retailer Trusted Advisors (RTAs) and designated contacts.
Act as the primary contact for store Trusted Advisors, specializing in catering to the needs of High-Net-Worth clients.
Spearhead the management of the Luxsurance Elite Marketing scorecard for Retailers, ensuring alignment with strategic objectives.
Undertake additional specific responsibilities as required, adapting to project scope variations.
Retail Store Onboarding: Provide comprehensive training for Retail Trusted Advisors (RTAs) on the Luxsurance Elite program, ensuring a thorough understanding of its nuances.
Oversee the digital onboarding process for Retail Trusted Advisors (RTAs) and Point of Sale (POS) systems, streamlining operational efficiency.
Lead the Luxsurance Elite Launch Onboarding for Retailer contacts, ensuring a smooth transition into the program.
Serve as the key point of contact for customer service-related matters involving Retailer personnel.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Leadership Responsibilities None Qualifications Bachelor’s degree (B.
A.
) degree in business, finance, insurance or related field is strongly desired but not required.
3-5 years of industry experience preferred; comparable experience would be considered.
7+ broad customer service and retail experience Managing a sales portfolio of $2M - $5M minimum Fluency in more than one language is considered an advantageous asset for this role.
Demonstrate proficiency in embracing and acclimating to evolving technological advancements.
Jewelry industry experience is preferred.
Certificates, Licenses, Registrations Must hold an active Property/casualty insurance license in all 50 states or be willing to obtain one.
Physical Requirements Prolonged periods sitting at a desk and working on a computer.
Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.