Hybrid: Strategic Private Client Relationship Advisor

Risk Strategies Company; Portland (OR); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must hold an active P&C license. The position emphasizes problem-solving and client service excellence.

Qualifications

• 5-7 years of experience in personal lines insurance focused in Private Client Service.
• Active OR Property & Casualty (P&C) license required.
• Proven track record of building strong client relationships.

Responsibilities

• Develop and maintain relationships with high-net-worth individuals.
• Conduct in-depth needs assessments for clients.
• Proactively identify opportunities to cross-sell additional insurance products.

Skills

Interpersonal skills

Problem-solving

Communication

Negotiation

Analytical skills

Tools

Microsoft Office Suite

AMS360

Epic

CRM software

Job description

A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal skills and a proactive approach. This hybrid role requires 3 days/week in the office, and candidates must hold an active P&C license. The position emphasizes problem-solving and client service excellence.