Senior Private Client Advisor (Insurance)

TL;DR

Senior Private Client Advisor (Insurance): Managing insurance portfolios for high-net-worth individuals with an accent on risk assessment, coverage optimization, and proactive client service. Focus on recommending tailored insurance products, navigating complex risks, and maintaining high client retention rates.

Location: Hybrid (USA)

Salary: $66,000 – $123,100

Company

hirify.global Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals.

What you will do

• Analyze client exposures and loss experiences to understand current coverages.
• Recommend and present tailored insurance products and services based on accurate market data.
• Conduct annual Client Advisory reviews and manage policy renewals to ensure high client retention.
• Gather risk management needs and financial loss tolerance to propose customized solutions.
• Negotiate with multiple insurance carriers to secure comprehensive coverage options.
• Grow the business through referrals and the expansion of existing client programs.

Requirements

• 3+ years of personal lines insurance experience with High-Net-Worth clientele.
• Property & Casualty (P&C) License.
• Strong client service orientation and ability to manage expectations.
• Ability to travel for client and company meetings as needed.

Nice to have

• Bachelor’s degree.
• Professional designations such as CPCU, CIC, or CPRIA.
• Previous experience and relationships with luxury carriers like AIG, Chubb, or PURE.

Culture & Benefits

• Hybrid work arrangement.
• Comprehensive health and welfare benefits, including 401K and retirement programs.
• Tuition reimbursement and professional development opportunities.
• Generous time off, including personal and volunteering days.
• Stock purchase opportunities and charitable contribution match programs.