Private Client Advisor

About the role

Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal candidate will have a proven track record in personal lines insurance, a strong understanding of HNW carriers, and a passion for delivering tailored solutions.

Responsibilities

• Manage a portfolio of HNW and middle-market accounts, with policy sizes ranging from $10,000 to $100,000+.
• Provide A-Z account management, including quoting, renewals, and servicing.
• Collaborate with the new business team to onboard new clients and assess their needs.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with empathy and professionalism.
• Work with HNW carriers such as Chubb, PURE, Cincinnati, AIG, and others.
• Utilize software systems such as Sagitta and ImageRight (training provided if needed).

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in personal lines insurance, with a focus on HNW clients.
• Technical Skills: Familiarity with HNW carriers (e.g., Chubb, PURE, Cincinnati, AIG) is essential.
• Soft Skills:
  • Empathy and understanding when working with HNW clients.
  • Positive energy and a proactive, "go-getter" attitude.
  • Strong communication and interpersonal skills.
  • Eagerness to learn and grow within the role.

A 90-day in-office training period will be provided to ensure a smooth transition into the role.

Benefits

A comprehensive benefits package is provided, and the salary range is $65,000 - $95,000, depending on experience.