Family Risk Advisor - Personal Insurance Strategy

World Insurance Associates LLC; West Warwick (RI); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates LLC is seeking a Family Risk Specialist to assess personal risk exposures and tailor protection strategies for individuals and families. You will conduct discovery conversations, evaluate exposures, and recommend comprehensive insurance solutions across home, auto, umbrella, and other personal lines.

With 3-5 years in personal lines or related client-facing roles and an active Property & Casualty license, you’ll manage a mixed pipeline, develop opportunities through

Qualifications

• Proven ability to conduct discovery conversations, assess client needs, and explain coverage options.
• Strong analytical, relationship-building, and communication skills.
• Active Property & Casualty license required.

Responsibilities

• Conduct discovery conversations to understand client assets and insurance needs.
• Develop integrated personal lines coverage packages (home, auto, umbrella) and explain options.
• Build long-term client relationships and manage referrals and pipeline.
• Document findings, recommendations, and client decisions clearly and accurately.

Skills

Analytical thinking

Relationship building

Communication

Consultative selling

Job description

World Insurance Associates LLC is seeking a Family Risk Specialist to assess personal risk exposures and tailor protection strategies for individuals and families. You will conduct discovery conversations, evaluate exposures, and recommend comprehensive insurance solutions across home, auto, umbrella, and other personal lines.

With 3-5 years in personal lines or related client-facing roles and an active Property & Casualty license, you’ll manage a mixed pipeline, develop opportunities through