Senior Private Client Advisor (High-Net-Worth Insurance)

Location: Hybrid work at the NY Metro office; travel for client and company meetings may be required.

Salary: $89,500–$166,900 base salary per year, with potential performance-based incentives.

Company

hirify.global Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions through local consulting services and global professional resources.

What you will do

• Analyze high-net-worth clients’ exposures, loss experiences, existing coverage, and risk management needs.
• Recommend tailored personal lines insurance products and services based on client requirements and financial loss tolerance.
• Present accurate market data, renewal proposals, and annual Client Advisory reviews.
• Provide proactive client service in person, by phone, and by email, while managing expectations and supporting client retention.
• Negotiate with multiple insurance carriers to secure comprehensive coverage and maintain compliance with industry laws and regulations.
• Grow client programs through referrals and expanded relationships.

Requirements

• 3+ years of personal lines insurance experience with high-net-worth clientele.
• Property & Casualty insurance license.
• Strong client service orientation and expectation-management skills.
• Ability to travel for client and company meetings as needed.
• Ability to work in a hybrid arrangement at the NY Metro office.

Nice to have

• Bachelor’s degree.
• Professional designations such as CPCU, CIC, or CPRIA.
• Experience with luxury carriers such as AIG, Chubb, or PURE.
• Experience with Epic System.

Culture & Benefits

• Inclusive, award-winning workplace culture focused on meaningful client impact.
• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution matching programs.
• Stock purchase opportunities.
• Health and welfare benefits, 401(k) savings, retirement programs, and employee assistance programs.