Senior Private Client Advisor (Private Client Insurance)

Location: Hybrid work at the NY Metro office in the United States; 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 a local consultant service model supported by global professional services resources.

What you will do

• Analyze high-net-worth clients’ exposures, loss experiences, current coverage, risk management needs, and financial loss tolerance.
• Recommend tailored personal lines insurance products and services.
• Present accurate market data and provide advice on complex client risks.
• Provide proactive service by anticipating client needs and responding in person, by phone, and by email.
• Create and present renewal proposals and conduct annual Client Advisory reviews.
• Negotiate with multiple insurance carriers, maintain regulatory compliance, retain clients, and grow client programs through referrals.

Requirements

• At least 3 years of personal lines insurance experience with high-net-worth clientele.
• Property and Casualty (P&C) license.
• Strong client service orientation and ability to manage expectations.
• 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.
• Relationships with luxury carriers such as AIG, Chubb, or PURE.
• Experience with Epic System.

Culture & Benefits

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