Senior Private Client Advisor (P&C Licensed)

Job Summary

A company is looking for a Senior Private Client Advisor to support a high-volume book of business for Private Client clientele.

Key Responsibilities

• Review client exposures and recommend appropriate products and services
• Provide proactive client service by anticipating needs and responding to inquiries
• Negotiate with insurance carriers to offer comprehensive coverage options

Required Qualifications and Education

• 5 years of personal lines insurance experience with High Net Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with a focus on managing expectations
• Ability to travel for client and company meetings as needed
• Bachelor's degree and professional designations are a plus