Phil Raymond

Private Client Relationship Manager at The Partners Group
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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5.0

/5.0
/ Based on 1 ratings
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Craig Weisbrod, CAIB

Phil is a dedicated professional who makes caring about the small details a daily process. Attention to detail, thoroughness, and empathy highlights his personality and it's reflected in his customer service detail. I enjoyed our tenure together and feel "he is the full package" that provides superior service to each client.

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Experience

  • The Partners Group
    • United States
    • Insurance
    • 100 - 200 Employee
    • Private Client Relationship Manager
      • Aug 2022 - Present

  • Self-employed
    • Advisor
      • Jan 2022 - Oct 2022

  • Parker, Smith & Feek
    • United States
    • Insurance
    • 200 - 300 Employee
    • Account Advisor
      • Feb 2019 - Jan 2022

  • Brown & Brown Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Private Client Advisor
      • Jun 2018 - Jan 2019

      With 20 years of experience in the insurance industry, I have developed extensive knowledge in all areas of personal insurance, including: Excess Liability (Umbrella) Automobile Exotic and Antique Automobiles Homeowners including luxury homes Flood Earthquake Private Collections (Jewelry, Fine Art, Wine, Furs) Watercraft & Luxury Yacht Builder’s Risk Kidnap, Ransom, & Extortion Employment Practices Liability Not for Profit Board of Directors Multi-State and International Accounts Background Checks for Domestic Employees Personal Security Advice Show less

  • Brown & Brown
    • United States
    • Insurance
    • 700 & Above Employee
    • Private Client Advisor
      • Jun 2017 - Jan 2019

      I specialize in the implementation and ongoing service of personal insurance programs for successful individuals and families. I specialize in the implementation and ongoing service of personal insurance programs for successful individuals and families.

  • Marsh
    • United States
    • Insurance
    • 700 & Above Employee
    • Client Advisor - helping clients succeed by protecting the lifestyle they worked hard to achieve
      • Apr 2012 - Jun 2017

      I design and manage personal insurance programs for successful individuals and families, with a focus on wealth protection and preservation. As an advisor for Marsh, I only work with the premier insurance companies offering the highest liability limits and broadest policy language in the industry. I serve the needs of many successful families all across the United States, leading with advice and consultation. I design and manage personal insurance programs for successful individuals and families, with a focus on wealth protection and preservation. As an advisor for Marsh, I only work with the premier insurance companies offering the highest liability limits and broadest policy language in the industry. I serve the needs of many successful families all across the United States, leading with advice and consultation.

  • WTW
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Client Manager
      • Sep 2009 - Apr 2012

  • HUB International
    • United States
    • Insurance
    • 700 & Above Employee
    • Account Manager
      • May 2006 - Jun 2009

  • Westar Insurance Managers
    • Personal Insurance Consultant
      • Jul 2002 - Jun 2006

  • National Merit Insurance Company
    • CSR
      • 2001 - 2002

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