Private Client Advisor
Core
Recommend insurance products and services to high-net-worth individuals, analyzing client exposures and loss experiences to manage complex risks.
Role type
Private Client Advisor (Insurance)
Builds
Tailored insurance coverage solutions for High-Net-Worth clientele
Domain
Insurance / Private Client Services
Deliverable
product features
Required skills
Personal lines insurance experience, Property & Casualty (P&C) licensing, Client service orientation, Negotiation skills, Risk management analysis
Preferred skills
Relationships with luxury carriers, Professional designations (CPCU, CIC, CPRIA), Bachelor's degree
Technologies
Insurance carrier platforms
Responsibilities
Analyze client exposures and loss experiences to understand current coverages, Present accurate market data and informed advice to clients, Create and present renewal proposals and conduct annual Client Advisory reviews, Negotiate comprehensive coverage options with multiple insurance carriers, Anticipate client needs and address questions via various channels, Grow business through referrals and expanding client programs