Private Client Advisor

Role: Private Client Advisor responsible for providing tailored insurance solutions to high-net-worth clients. Responsibilities: Assess client exposures, loss history, and current coverages; recommend suitable products; present market data; deliver proactive client service via various communication channels; gather risk management information; evaluate and propose risk mitigation strategies; create renewal proposals; conduct annual client reviews; negotiate with carriers; ensure compliance with industry laws. Qualifications: Minimum 2+ years' personal lines insurance experience with high-net-worth clientele; Property & Casualty license; strong client service skills; ability to travel. Preferred: Bachelor’s degree, professional designations (e.g., CPCU, CIC), relationships with luxury carriers. Skills: Client-focused, analytical, excellent communication, negotiation, and industry knowledge. Benefits: Generous time off, professional development, hybrid work, charitable match, stock options, competitive salary, and performance incentives.