Senior Insurance Private Client Advisor

As a Senior Private Client Advisor on the Private Client Services team, you'll be working with clients to understand their current coverages and recommend the right products and services to fit their needs. You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Your goal is to deliver exceptional service and grow the business through referrals and expanding client programs.

Requirements

• 3 plus 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

Benefits

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