Private Client Advisor – HNW Insurance (Hybrid)

Fournier; Seattle (WA); Hybrid; USD 113,000 - 132,000; Full time

Benefits offered by this job

37.5-hour workweek

Hybrid flexibility

PTO 16 days

10 paid holidays

Comprehensive benefits

Job summary

Fournier Insurance in the Seattle area is seeking a Private Client Advisor to manage a sophisticated portfolio of high-net-worth clients. You will provide expert guidance, tailor coverage solutions, and work with top private client carriers in a consultative, client-centric manner.

Responsibilities include maintaining client relationships, driving retention and growth, and serving as a technical resource to teammates. This is a hybrid, 37.5-hour-per-week role with strong benefits.

Qualifications

• Eight+ years in Personal Lines with high-net-worth clients.
• Strong knowledge of high-net-worth market dynamics and carriers.
• Active P&C license and professional polish for sophisticated clients.

Responsibilities

• Act as trusted advisor to a portfolio of high-net-worth clients.
• Develop creative coverage solutions with leading private client carriers.
• Build and retain client relationships while growing the portfolio.
• Serve as a technical resource and mentor to the Personal Lines team.

Skills

High-net-worth expertise

Relationship management

Private client experience

Consultative approach

Tools

P&C license

Job description

Fournier Insurance in the Seattle area is seeking a Private Client Advisor to manage a sophisticated portfolio of high-net-worth clients. You will provide expert guidance, tailor coverage solutions, and work with top private client carriers in a consultative, client-centric manner.

Responsibilities include maintaining client relationships, driving retention and growth, and serving as a technical resource to teammates. This is a hybrid, 37.5-hour-per-week role with strong benefits.