HNW Private Client Insurance Advisor

Insurance Journal; United States; On-site; USD 52,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Holidays

Life insurance

Disability insurance

Employee assistance program

Continuing education reimbursement

Job summary

Smith Brothers Insurance seeks an Account Executive to service high-net-worth clients, guiding plan selection, enrollment, renewals, and ongoing support with a concierge approach. You will grow a book through referrals and retention while delivering accurate, compliant service and excellent client experiences.

The role emphasizes underwriting familiarity, consultative selling, and collaboration with carriers such as PURE, Chubb, and Berkley.

Qualifications

• 3+ years of high net worth personal lines experience.
• P&C license in good standing required.
• College degree preferred; equivalent professional experience considered.

Responsibilities

• Manage a book of clients, including an assigned portfolio and new self-produced business.
• Successfully meet established annual sales and retention goals.
• Drive sales growth through outreach, referrals, rounding, cross-sell efforts, and lead follow-up.
• Consult and educate clients to provide consultative risk management and insurance guidance.
• Manage full client lifecycle, including quoting, proposals, enrollment, changes, renewals, reconciliation, and service.
• Work service needs, i.e., billing, ID cards, escalations, coverage verification, and basic claims help.
• Partner with carriers and internal teams to resolve issues and ensure timely follow-through.
• Track and manage pipeline activity, including quoting, conversions, retention, and revenue goals.
• Deliver a strong client experience through responsive communication and proactive renewals.
• Stay current on product changes, carrier requirements, regulatory changes, and market trends.
• Follow department and agency defined processes, procedures, and workflows.
• Participate in internal training sessions as well as carrier system training.
• Maintain accurate documentation and activity records in agency systems.
• Ensure compliance with agency process.
• Complete special projects and other duties as assigned.
• Engage in ongoing professional development and training to strengthen skills, knowledge, and effectiveness.
• Utilize Microsoft Office, agency systems, and AI tools to improve efficiency and performance.
• Work effectively with all team members, provide backup support, and contribute to team collaboration.
• Demonstrate alignment with our purpose, values, and culture.

Skills

Underwriting knowledge

Consultative selling

Customer service

High-volume workflow

Attention to detail

Communication skills

Organization

Team player

Continuous learning

Industry insights

Education

Bachelor's degree

Property & Casualty License

Equivalent experience considered

Tools

Applied EPIC

Job description

Smith Brothers Insurance seeks an Account Executive to service high-net-worth clients, guiding plan selection, enrollment, renewals, and ongoing support with a concierge approach. You will grow a book through referrals and retention while delivering accurate, compliant service and excellent client experiences.

The role emphasizes underwriting familiarity, consultative selling, and collaboration with carriers such as PURE, Chubb, and Berkley.