File · ELEANOR · In Meeting
Eleanor Beaumont
Key Account & Executive Escalations · High-Net-Worth · Executive Risk · Complaints
24 years handling HNW households and executive risk. Owns Chubb / PURE / AIG PCG accounts, coverage-review meetings, complex claim escalations, and executive relationships.
ENFRCIC · CPRIAChubb Masterpiece TrainedPURE / AIG Private Client
21
Calls Today
26
Messages
3
Quotes
6
Jobs
4:34
Avg Handle
100
CSAT
E&O / Licensing / Carrier Compliance
Today's Compliance Log
All Clear2 events0 OSHA2 COI / EPA
- 10:20 · CP-11Certificate / COINorthwind fine-art schedule endorsement — certificate to art handler + transit binder issued before install.· T-4091
- 14:08 · CP-12NIPR / State DOIHalcyon HNW review — Chubb Executive Assessment scheduled; K&R quote request logged with Hiscox per client authorization.· T-4130
Activity · F1 · Voice Call
Client · Northwind Family Office
PURE · Household + Collections · T-4091
Reason for Contact
Newly acquired painting ($480K) needs scheduled coverage before wall-hang Friday
Receptionist Note
Appraisal + provenance uploaded to PURE Member portal. Fine-art schedule endorsement bound at $480K agreed value, transit coverage added for install. Certificate issued to art handler. Premium delta $1,240/yr.
Handled
18m ago
Duration
8:36
Priority
Urgent
Beacon Ridge · Logged to Applied Epic