Heather Posner
Burns & Wilcox
Specialty: Private client
Heather Posner got into private client insurance in a relatively unique way: “I was working for Progressive Insurance, which had a strategic partnership with national brokers who handled this type of client. At the time, we had no high-value product to sell to these brokers and their clients … This work led me to spending time in multiple cities a week with nearly 10 private client offices, where I learned a lot about the product needs of this segment, the needs of the brokers and clients, as well as the need for creativity to place a program.”
Working in the private client space requires Posner to think critically about what type of policies, risk management and education could help prevent each client from suffering a loss. She also stays on top of technology, cyber risks, shared economy trends, travel and unique lifestyle trends to understand how these could potentially harm her clients.
“I enjoy educating people on how to protect themselves – not just from property risks like theft or fire,” she says, “but for other important risks, such as how non-weather-related water risks are realistically their largest property exposure. I am passionate about educating them on how to not just protect their property and assets, but, most importantly, on how to keep their families safe.”
