Private Client Advisor

Job DescriptionPrivate Client Insurance Account ManagerJob SummarySeeking 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.Compensation PackageSalary Range: $65,000 - $95,000, depending on experience.Benefits: Comprehensive benefits package provided.ResponsibilitiesManage 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.