Senior 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.
• Present clients with accurate market data and informed advice.
• Anticipate client needs and address their questions 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 during renewals.
• Conduct annual Client Advisory reviews to keep clients engaged and informed.
• 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 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 (Plus)

• Bachelor’s degree.
• Professional designations, such as CPCU, CIC, CPRIA, etc.
• Previous experience with luxury carriers like AIG, Chubb, PURE.

Benefits

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