High Net Worth Private Client Advisor

Risk Strategies Company; Wisconsin; On-site; USD 65,000 - 85,000; Full time

Job summary

A prominent insurance firm in Wisconsin is seeking a Talent Acquisition Partner to develop strong relationships with clients and support Producers in marketing initiatives. The ideal candidate will have 2-3 years of High Net Worth client management experience and be proficient in insurance management systems. Responsibilities include servicing existing accounts, educating clients on coverage, and executing analysis on policies. This role is crucial for driving renewal efforts and business growth.

Qualifications

• 2-3 years of High Net Worth client management experience.
• Proficient in insurance agency management systems.
• Extensive knowledge of Personal Lines underwriting and coverage analysis.

Responsibilities

• Build and maintain constructive relationships with customers.
• Service and retain existing accounts while developing new business.
• Document and update client communications and policy details.

Skills

Client relationship management

Problem-solving

Communication

Education

Industry specific designations (CISR, ARM)

Tools

AMS 360

Work Smart

Job description

A prominent insurance firm in Wisconsin is seeking a Talent Acquisition Partner to develop strong relationships with clients and support Producers in marketing initiatives. The ideal candidate will have 2-3 years of High Net Worth client management experience and be proficient in insurance management systems. Responsibilities include servicing existing accounts, educating clients on coverage, and executing analysis on policies. This role is crucial for driving renewal efforts and business growth.