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 into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
• Present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence.
• Provide proactive, day-to-day client service by anticipating clients' needs and addressing questions or issues in person, over the phone, or via email.
• Gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks.
• Create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews.
• Negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.

Who You Are Is Who We Are

• 2+ 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

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

Valuable Benefits

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

About the Role

We’d love to meet you if your professional track record includes these skills:

• 2 + 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