Private Client Advisor

Award-winning, inclusive, Top Workplace culture

The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

A Day in the Life

• Dive deep into client exposures and loss experiences to understand their current coverages.
• Recommend the right products and services that fit their needs perfectly.
• Present clients with accurate market data, helping them navigate complex risks with informed advice.
• Anticipate client needs and address their questions—whether in person, over the phone, or via email.
• Gather information about their risk management needs and financial loss tolerance to propose tailored solutions.
• Create and present proposals to existing clients and conduct annual Client Advisory reviews.
• Deliver exceptional service to ensure client retention.
• Grow the business through referrals and expanding client programs.
• Negotiate with multiple insurance carriers to secure comprehensive coverage options for your clients, ensuring compliance with industry laws and regulations.

Qualifications

• 3+ years' personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License.
• Client service orientation with balance on managing expectations.
• Ability to travel for client and company meetings as needed.

Additional Qualifications (Optional)

• Bachelor’s degree.
• Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.