Private Client Advisor Manager (Insurance)

TL;DR

Private Client Advisor Manager (Insurance): Leading a team of client advisors to deliver high-quality insurance solutions for high-net-worth individuals with an accent on relationship management, service excellence, and operational efficiency. Focus on driving team performance, fostering professional development, and ensuring compliance with underwriting guidelines while managing complex client needs.

Location: Hybrid role based in the United States

Salary: $89,500 – $166,900

Company

hirify.global Agency provides comprehensive business insurance, employee health, and private client solutions with a focus on personalized service and global resources.

What you will do

• Lead and mentor a team of client advisors to ensure high levels of client satisfaction.
• Collaborate with sales teams to manage client transitions and assign appropriate advisory resources.
• Monitor KPIs and develop business plans to drive referrals, new business, and cross-selling.
• Manage relationships with regional carriers and ensure compliance with underwriting guidelines and audits.
• Conduct performance reviews, staff meetings, and succession planning to foster colleague development.
• Handle complex client presentations and resolve escalated underwriting or service issues.

Requirements

• Must hold a valid Property & Casualty (P&C) License.
• 5+ years of experience in managing individuals and team goals.
• 3-5+ years of personal lines insurance background with high-net-worth clientele.
• Proven track record in client-facing roles with a focus on managing expectations.
• Ability to travel for client and company meetings as required.
• Strong understanding of cultivating opportunities through centers of influence.

Culture & Benefits

• Robust benefits package including health, welfare, and 401K savings programs.
• Hybrid work environment promoting flexibility and work-life balance.
• Generous time off policy including personal and volunteering days.
• Tuition reimbursement and dedicated professional development opportunities.
• Charitable contribution match programs and stock purchase options.