Private Client Advisor

This is a fully remote position, open to applicants in California.

📋 Description

• Evaluate client exposures, loss history, and existing coverages

• Suggest products and services customized to meet client requirements

• Provide precise market data sourced from reputable references

• Deliver proactive client service through in-person interactions, phone calls, and emails

• Collect information regarding risk management requirements and financial loss tolerance

• Assess and propose strategies to mitigate client risks

• Develop and present renewal proposals for current clients

• Perform annual Client Advisory reviews

• Enhance client retention through outstanding service and foster new business development via referrals and expanded client programs

• Negotiate with various insurance carriers to deliver comprehensive coverage alternatives

• Ensure adherence to industry laws and regulations

⛳️ Requirements

• Minimum of 2 years’ experience in personal lines insurance with High Net Worth clients

• Valid Property & Casualty (P&C) License

• Strong client service orientation with an emphasis on managing expectations

• Willingness to travel for client and company meetings as required

• Bachelor’s degree is advantageous but not mandatory

• Professional certifications such as CPCU, CIC, CPRIA, etc., are beneficial but not essential

• Previous experience with luxury insurance carriers such as AIG, Chubb, and PURE is advantageous but not essential

🏝️ Benefits

• Generous time off, including personal and volunteer days

• Tuition reimbursement and opportunities for professional development

• Remote work options available

• Programs for charitable contribution matching

• Stock purchase opportunities

• Comprehensive health and welfare benefits

• 401K savings plan and other retirement options

• Employee assistance programs

• Potential for performance-based incentives