Senior Private Client Advisor

We are seeking a Senior Private Client Advisor to join our Private Client Services team in our San Francisco office. As a Senior Private Client Advisor, you will be responsible for diving deep into client exposures and loss experiences to understand their current coverages and recommend the right products and services that fit their needs perfectly. You will also be presenting clients with accurate market data, helping them navigate complex risks with informed advice.

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