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 while 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, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience with luxury carriers, such as AIG, Chubb, PURE

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.