Elite High Net Worth Private Client Producer

Insurance Office Of America, Inc.; Albany (GA); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sickTime

Job summary

Insurance Office of America seeks a Personal Lines High Net Worth Producer to grow private client business within IOA's Private Client Group. You will cultivate relationships with affluent individuals and multi-generational families, tailoring insurance and risk management solutions for luxury homes and valuable assets.

This role emphasizes concierge service, strategic networking, and long-term client growth, with remote work options and collaboration across insurance, wealth management, and

Qualifications

• Active Property & Casualty License required.
• 5+ years of Personal Lines insurance experience, including experience serving High Net Worth, Private Client, or affluent clientele preferred.
• Proven success developing new business through networking, referrals, relationship management, and Centers of Influence.
• Strong network of professional referral partners, including wealth advisors, attorneys, CPAs, real estate professionals, and business leaders.

Responsibilities

• Business Development: Develop and execute strategies to acquire new High Net Worth and Private Client relationships while achieving established sales and growth objectives.
• Pipeline Management: Build, maintain, and actively manage a pipeline of qualified prospects through networking, referrals, and strategic relationship development.
• Referral Network Development: Cultivate Centers of Influence, including wealth advisors, attorneys, CPAs, real estate professionals, family office executives, and business leaders to generate new business opportunities.
• Client Advisory: Serve as a trusted advisor by assessing complex lifestyle exposures and recommending customized insurance and risk management solutions.
• Risk Assessment & Coverage Reviews: Analyze high-value assets, luxury properties, and personal exposures while conducting regular coverage reviews to identify evolving risks and protection gaps.
• Relationship Management: Develop and maintain long-term relationships with clients and referral partners through responsiveness, professionalism, and exceptional service.
• Client Experience: Deliver a concierge-level client experience by partnering with internal service teams to ensure seamless policy administration and ongoing support.
• Cross-Selling Collaboration: Identify opportunities for additional solutions and collaborate with internal partners across Commercial Insurance, Employee Benefits, Wealth Management, and other business divisions.
• Market Presence: Represent IOA at industry, community, charitable, and networking events to strengthen relationships and expand visibility within affluent markets.
• Professional Brand Development: Leverage LinkedIn and other professional networking channels to enhance credibility, increase market presence, and generate business opportunities.
• Carrier Collaboration: Work with carrier partners to negotiate customized coverage solutions and placement strategies for complex personal insurance risks.
• Industry Expertise: Maintain current knowledge of private client insurance products, carrier appetites, market trends, personal risk management strategies, and emerging exposures.

Skills

P&C License

Personal Lines

5+ years exp

High Net Worth

Affluent clients

Tools

CRM platforms

Agency management systems

Microsoft Office

Job description

Insurance Office of America seeks a Personal Lines High Net Worth Producer to grow private client business within IOA's Private Client Group. You will cultivate relationships with affluent individuals and multi-generational families, tailoring insurance and risk management solutions for luxury homes and valuable assets.

This role emphasizes concierge service, strategic networking, and long-term client growth, with remote work options and collaboration across insurance, wealth management, and