Private Client Advisor
RoShay Services · Sacramento, CA · 2 mo ago
FinanceFull-time
About the 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
- Industry knowledge
Benefits
- Generous time off
- Professional development
- Hybrid work
- Charitable match
- Stock options
- Competitive salary
- Performance incentives