Yadira Anzueto
Vice President & Family Office Advisor @ Lockton | Certified Advisor of Personal Insurance
- Role
- Vice President & Family Office Advisor at Lockton
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Yadira Anzueto
Bringing over 23 years of seasoned expertise to Lockton, my role as Vice President & …
Experience
Vice President & Family Office Advisor
Sep 2024 — Present · Dallas, TX, US
With her expertise in the personal risk management, Yadira brings over two decades of experience in the personal insurance space, as well as, a passion for helping successful families and family offices with a tailored approach to risk management for their complex needs.Yadira joined Lockton in 2024 with more than 23 years in the insurance industry. As a Producer and Family Office advisor, she is part of a team of experienced leaders located throughout the country who are committed to our clients and driven to deliver extraordinary results. Yadira partners directly with clients and leading wealth management firms, attorneys, accountants, family offices, and advisors to manage the insurance and risk management needs of successful individuals and families. The Private Risk Solutions Practice is licensed in all 50 states and has global capabilities to meet the needs and lifestyle of our clients.Our ProcessWe partner with you to manage the complex risks inherent in your life, offering unique and effective solutions. Our in-depth discovery process assesses your needs, challenges, risk tolerance, exposures and vulnerabilities. Our value is to create a unique coverage strategy with customized policies that meets your needs coupled with a full-service claims response. Our holistic coverage specialties include insurance solutions and risk management recommendations for: High limit property and liability – US and abroad Fine Art, collectibles, jewelry, and wine Personal yacht and aircraft Farm, ranch, and equine Domestic employees Cyber, social media, travel and security Family offices, boards, private foundations
Education
The Wharton School
Certified Advisor of Personal Insurance (CAPI), Insurance and Risk Management
2016 — 2017
Skills
- Insurance
- Liability
- General Insurance
- Casualty Insurance
- Risk Management
- Umbrella Insurance
- Property Damage
- Legal Liability
- Excess
- Employment Practices Liability
- Brokers
- Underwriting
- Commercial Insurance
- Professional Liability
- Property & Casualty Insurance
- Homeowners
- Family Office
- Property
- Working with Brokers
- Workers Compensation
- Renters
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