Private Client Advisor

Private Client Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role, officially titled "Private Client Advisor," involves managing high-net-worth (HNW) accounts and providing exceptional service to our 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.

Compensation Package

• Salary Range: $65,000 - $95,000, depending on experience.
• Benefits: Comprehensive benefits package provided (details available upon request).

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.
• Training: 90-day in-office training period to ensure a smooth transition into the role.

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