Private Client Advisor
LS Solutions · San Francisco, CA · Today
FinanceFull-time
About the role
The Private Client Advisor is responsible for providing tailored insurance solutions to high-net-worth clients.
Responsibilities
- Analyzing client exposures, loss experiences, and current coverages to recommend appropriate products
- Presenting market data
- Delivering proactive client service via in-person, phone, or email interactions
- Gathering risk management and financial information
- Evaluating and proposing risk management solutions
- Creating and presenting renewal proposals
- Conducting annual reviews
- Negotiating with insurance carriers for comprehensive coverage
- Ensuring regulatory compliance
- Fostering client retention and growth through exceptional service and referrals
Qualifications & Skills
- 2+ years' personal lines insurance experience with high-net-worth clients
- Property & Casualty license
- Client service orientation
- Ability to travel as needed
- Bachelor's degree preferred
- Professional designations preferred (e.g., CPCU, CIC)
Benefits & Culture
- Inclusive environment
- Generous time off
- Professional development
- Hybrid work
- Charitable programs
- Stock options
- Focus on colleague well-being