Private Client GroupPrivate Client Group
What We Do
Bollinger Private Client Group provides affluentindividuals and families with complex personalexposures superior insurance and risk managementadvice, high quality insurance products, and ongoingproactive and professional service.
Our Clients Successful business owners and entrepreneurs
Multigenerational families of wealth
Senior executives, partners, and principals
High profile individuals in all areas of entertainment, arts, politics, and sports
Our Target Market Individuals and families with complex exposures who need
risk management services and sophisticated insurance products
Groups of executives, partners or principals with needs for personal risk management services and sophisticated insurance products
Exposures typically include multi-million dollar home, vacation home, investment property, luxury automobiles, art, jewelry, watercraft, domestic help, multi-million dollar net worth, family security concerns, and estate planning
Our Geography Manage clients throughout the United States and in
most countries of the world
Offices in New Jersey, New York, and Pennsylvania
Insurance Products High Valued Homes
Vacation and Resort Homes
Flood & Excess Flood
Jewelry, Fine Art, Wine, and Other Valuable Collections
Personal Excess Liability
Luxury, Classic, and High Performance Automobiles
Watercraft and Yachts
Insurance Products (Continued)
Farm, Ranch, & Equine
Personal Safety and Protection (Identity Theft, Abduction, Kidnap)
Workers’ Compensation for Domestic Employees
Domestic Employee Health & Disability
Employment Practices Liability
Non-Profit Directors & Officers Liability
Life Insurance and Estate Planning
Risk Management Services Valuation for distinctive homes Disaster planning and mitigation Art and jewelry collection management Personal safety & security services
Insurance Carriers Chubb Group
ACE Private Risk Services
Fireman’s Fund
AIG Private Client Group
Travelers
Lloyd’s of London
Prospective Client Review
Comprehensive review of an individual’s personalproperty and liability insurance program designed to:
Identify exposures Analyze existing insurance coverages Consider non-insurance risk management options Make recommendations and offer alternative
insurance solutions that are broader in coverageand better in value
Client Account ManagementA dedicated Bollinger Private Client Group clientexecutive is responsible for the service of our clientsoffering:
Professional and responsive day to day account management
Scheduled service meetings including an annual renewal review meeting
Updated summaries of insurance and proposals and an annual survey of the insurance marketplace
Coordination and implementation of specialized risk management services
Annual Client ReviewOne of the most important parts of our serviceplatform is our annual client review where we will: Contact the client in advance of their anniversary
date by invitation to offer to review their personal insurance program
Hold a review meeting to discuss their current program offering them recommendations and alternatives that bring value
Provide them with an annual summary of insurance
Claims Service In the event of a loss, a Bollinger Private Client
Group claims advisor will work on behalf of our clients to help coordinate, manage, and settle any claim that arises throughout the year
The insurance carriers represented by Bollinger Private Client Group offer some of the highest standards in claim settlement with over 95% of claims settled to the insured’s satisfaction
Case StudyOwner of a multigenerational family business is building his vacation home in Maine. Decides to buya Range Rover to keep on location to let the housekeeper use while he is out of town. Decides to jointhe local heritage society board in the quaint Mainefishing village nearby. While returning from vacationlosses his gold watch at the airport.
Case Study (continued)
Exposure Analysis High profile family-liability, safety & security Home under construction in Maine Out of state automobile Domestic help Not for profit board of directors Travel-life, health Valuable items
Case Study (continued)
Actions Taken by Bollinger Developed group personal liability insurance policy for family
members at lower cost and higher limits Did background check on house keeper then set up employment
practices liability, workers compensation, disability, health, life insurance coverage
Developed package property program covering primary New Jersey home and secondary vacation home in Maine while under construction
Initiated valuation of all properties owned by business owner Developed valuable articles world-wide coverage for art and
jewelry to include mysterious disappearance and cash settlement option
Case Study (continued)
Actions Taken by Bollinger (continued)
Developed life insurance and estate planning option for business owner relative to his family and business needs
Set up out of state policy for vehicle in Maine and coordinated similar program for his cars in New Jersey with matching deductibles and agreed value coverage on vehicles
Help settle watch lost claim with prior carrier and broker Evaluate Directors and Officers exposure for local heritage
society, obtain copy of D & O policy from board for review, recommend excess limits
Success Stories Forbes 400 member family Music industry producer High profile news journalist Hedge fund principal CEO of large science research firm Local business owner Partners of a regional law firm
Contact Information
Bollinger Private Client Group
www.bollingerpcg.com Rhonda Linnett Graber, Managing Director
Rob Leonard, Executive Vice President
Victoria Boone, Private Client Advisor
215-351-4766 • 302-740-2574 (cell)
Carol Santos, Client Service Advisor
Kristin Webb, Client Service Advisor
Biography – Victoria L. Boone
Victoria began her career in the insurance industry in 1993 with a large local agency, eventually running the agency for 10 years as office manager. Victoria attended law school in the evenings during this time period.
After graduating, Victoria moved into the high net worth niche’ of the insurance industry with a position at Marsh of Philadelphia. She then moved to the JPMorgan Insurance Agency until it was sold in 2007.
Victoria has since worked with Bollinger Insurance in their Private Client Group Division. Her focus continues to be identifying potential exposures for the complex insurance needs of families in this market and providing risk management solutions.
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