Private Client Associate

Pine View Insurance Group; Remote; USD 60,000 - 80,000; Full time

Job summary

An insurance company is looking for a Private Client Associate to provide exceptional service and customize personal insurance solutions for high-net-worth individuals. In this role, you will manage client relationships, conduct risk assessments, and ensure compliance with industry regulations. Ideal candidates have at least 2 years of experience in personal insurance and excellent communication skills. This position offers competitive salary, benefits, and professional development opportunities, with a focus on delivering exceptional client service.

Benefits

Competitive salary with performance-based bonuses

Health, dental, and vision insurance

Retirement plan with employer contributions

Professional development opportunities

Qualifications

• 2+ years of experience in personal insurance, wealth management, or a related field.
• Experience working with high-net-worth clients is a strong advantage.
• Property and Casualty insurance license preferred or required within 90 days of hire.

Responsibilities

• Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions promptly.
• Assist clients with securing appropriate coverage for homes, vehicles, collections, and other assets.
• Conduct detailed risk assessments to identify coverage gaps and recommend appropriate solutions.
• Ensure compliance with industry regulations and agency standards.
• Collaborate with internal teams to ensure a seamless client experience.

Skills

Excellent interpersonal and communication skills

Strong analytical and problem-solving abilities

Proficient in insurance management software and Gmail

Detail-oriented with a focus on delivering exceptional client service

Education

Bachelor’s degree in business, finance, or a related field

Job description

Position Title: Private Client Associate

Location: Telecommute / Work from Home

Job Type: Full-Time

Position Summary

The Private Client Associate plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. This position involves managing client relationships, conducting risk assessments, and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.

Key Responsibilities

• Client Relationship Management:
  • Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions promptly.
  • Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
  • Conduct regular policy reviews to align coverage with evolving client needs.
• Policy and Coverage Management:
  • Assist clients with securing appropriate coverage for homes, vehicles, collections, and other assets.
  • Handle new business quotes, renewals, and endorsements efficiently.
  • Liaise with insurance carriers to provide the best options for clients.
• Risk Assessment and Mitigation:
  • Conduct detailed risk assessments to identify coverage gaps and recommend appropriate solutions.
  • Educate clients on potential risks and strategies to minimize exposure.
• Compliance and Documentation:
  • Ensure compliance with industry regulations and agency standards.
  • Maintain accurate records of client interactions and transactions.
• Collaboration and Team Support:
  • Collaborate with internal teams to ensure a seamless client experience.
  • Contribute to the development of marketing strategies to attract high-net-worth clients.

Qualifications And Skills

• Education: Bachelor’s degree in business, finance, or a related field preferred.
• Experience:
  • 2+ years of experience in personal insurance, wealth management, or a related field.
  • Experience working with high-net-worth clients is a strong advantage.
• Skills:
  • Excellent interpersonal and communication skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in insurance management software and Gmail.
  • Detail-oriented with a focus on delivering exceptional client service.
• Licenses/Certifications:
  • Property and Casualty insurance license preferred or required within 90 days of hire.

Key Attributes

• Professional demeanor and discretion in handling sensitive client information.
• Ability to manage multiple priorities in a fast-paced environment.
• A proactive, client-focused approach with a commitment to excellence.

Compensation And Benefits

• Competitive salary with performance-based bonuses.
• Health, dental, and vision insurance.
• Retirement plan with employer contributions.
• Professional development opportunities.

Equal Opportunity Employer Statement

Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.