Senior Private Client Advisor
Core
Recommend tailored insurance products and services to High-Net-Worth individuals, managing complex risks and loss experiences.
Role type
Senior Private Client Advisor (Insurance)
Builds
Personal lines insurance solutions for High-Net-Worth clientele
Domain
Insurance / Risk Management
Deliverable
product features
Required skills
Personal lines insurance experience, Property & Casualty (P&C) licensing, client service orientation, negotiation skills, risk assessment, compliance knowledge
Preferred skills
Relationships with luxury carriers, professional designations (CPCU, CIC, CPRIA), Bachelor's degree
Technologies
Insurance carrier platforms, market data tools
Responsibilities
Analyze client exposures and loss experiences to recommend coverage, present proposals and conduct annual advisory reviews, negotiate with insurance carriers, anticipate client needs via proactive communication, grow business through referrals