Job Description

Responsibilities

• Managing a portfolio of high net worth clients, providing tailored insurance solutions and maintaining strong client relationships
• Conducting in-depth client assessments to understand their needs and risk profiles
• Collaborating with underwriters to negotiate coverage terms and pricing for clients
• Providing guidance on risk management strategies and loss prevention
• Acting as a trusted advisor to clients, addressing any inquiries or concerns in a timely and professional manner
• Collaborating with internal teams to ensure seamless delivery of client services

Qualifications

• Bachelor’s degree in Business, Finance, or a related field
• 5+ years of experience as an Account Executive in Personal Lines, with a focus on High Net Worth clients
• Proven track record of successfully managing high net worth portfolios and delivering exceptional client service
• Strong knowledge of insurance products and coverage options
• Excellent communication and interpersonal skills
• Relevant industry certifications (e.g., CIC, CPCU) preferred

Day-to-day

On a typical day, the Sr. Private Client Consultant will engage in client meetings, assess individual client needs, negotiate with underwriters, and collaborate with internal teams to address client inquiries and deliver seamless service. This role requires proactive communication and a strong focus on tailoring insurance solutions to meet the unique needs of high net worth clients.

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