Thea Otterstad

Experience

1. Vice President - Private Risk Advisor

   USI Insurance Services

   Sep 2024 — Present · US

   As a dedicated Private Risk Advisor, I specialize in delivering tailored risk management solutions for high net worth (HNW), ultra high net worth (UHNW), and family office clients. With a deep understanding of the unique challenges and opportunities faced by affluent individuals and families, I am committed to safeguarding their legacies and enhancing their financial well-being.**My Approach:**I employ a holistic approach to risk management, meticulously analyzing each client\'s personal and financial landscape. By leveraging cutting-edge tools and insights, I design comprehensive strategies that encompass asset protection, liability management, and portfolio diversification. My goal is to empower clients to navigate the complexities of risk management while preserving their assets for future generations.**Expertise:**-**Customized Risk Assessment:** Identifying vulnerabilities and opportunities in personal and business assets-**Insurance Solutions:** Crafting bespoke insurance programs that align with clients\' specific needs and lifestyles-**Family Governance:** Assisting family offices in developing governance structures and succession planning to ensure continuity and harmony-**Wealth Preservation Strategies:** Implementing innovative solutions to protect wealth from market volatility, legal challenges, and unforeseen events.🤝 **Client-Centric Philosophy:**Building lasting relationships based on trust, transparency, and integrity is at the core of my practice. I take the time to understand my clients\' values, aspirations, and concerns, enabling me to provide personalized guidance that resonates with their unique circumstances.

Education

• Bemidji State University

  Marketing/Marketing Management, Criminal Justice

  2001 — 2013

• Kaplan Professional School

  Minnesota Insurance Producer, Life, Accident, health, Property, and Casualty

  2004 — 2005

Skills

• Life & Health Insurance Licenses
• Universal Life
• Microsoft Office
• Sales
• Health Insurance
• Sales Presentations
• Retention Strategies
• Social Networking
• Fixed Annuities
• General Insurance
• Training
• Casualty
• Time Management
• Marketing
• Policy Analysis
• Client Retention Programs
• Professional Liability
• Sales Operations
• Customer Service
• Errors & Omissions
• Term Life Insurance
• Life Insurance
• Whole Life
• Sales Process
• Recruiting
• Homeowners
• Insurance
• Long-Term Care
• Licensed Property & Casualty Insurance Agent
• Social Media
• Employee Benefits
• Umbrella Insurance
• Marketing Communications
• Directors & Officers Liability
• Disability Insurance
• Commercial Insurance
• Underwriting
• Business Development
• Office Management
• Management