Bobbie Cerqua

About Bobbie Cerqua

I am responsible for designing and implementing risk management solutions to meet the financial goals of our clients. Marsh’s consultative and tailored process ensures clients are educated about their risk and understand what they are buying. By providing recommendations and full disclosure, I educate the client on all the options available to them in the high net worth market place. Marsh is unique in the market place as we work hand in hand with our clients’ other trusted advisors. This collaboration with family offices, wealth advisors, CPAs and estate attorneys identifies issues and aligns client\'s insurance needs with their overall financial plan in a fast-paced financial environment. We conduct assessments to identify defects, gaps, and areas of risk, and then implement risk techniques designed to those specific needs. Protection is our utmost priority. Our clients include professional money managers, multi-generational wealth, corporate executives, professional athletes and entrepreneurs. Specialties- We allow the client to set up their own service model - Working with Family Offices, Financial Management and Wealth Management Firms - Simplifying and consolidating complex risk programs - Insuring unique high-value assets like art, jewelry, wine, aircraft and yachts - Developing private risk management programs for large and high-valued real estate and asset portfolios - Developing and implementing Group Excess benefit programs for corporations of all sizes - I am licensed across the entire country to provide superior service for my clients

Experience

1. Senior Client Advisor-avp

   Marsh McLennan

   Jul 2012 — Present

   I am a sales and service professional with a diverse business background. My experience is in both business to business and business to consumer property and casualty insurance advisory services for the affluent. Licensed in all 50 states, for over 30 years.

Education

• LACC, US Grant

  Business Major

  1973 — 1975

Skills

• Directors and Officers Liability Insurance
• Sales
• Property & Casualty Insurance
• Casualty
• General Insurance
• Insurance
• Liability
• Reinsurance
• Brokers
• Underwriting
• Legal Liability
• Casualty Insurance
• Employment Practices Liability
• Commercial Insurance
• Financial Services
• Professional Liability
• D&O