Private Client HNW Insurance Account Advisor

Varney Agency; Scarborough (ME); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation

Career advancement opportunities

Job summary

Varney Agency in Scarborough, ME is seeking a Personal Lines Insurance Agent focused on Private Client and High Net Worth accounts to advise clients with sophisticated insurance needs. You will deliver tailored solutions, concierge-level service, and collaborate with premier carriers and trusted advisors to protect clients’ assets and provide thoughtful guidance.

Ideal candidates bring 5+ years in personal lines, licensing, and deep understanding of high net worth products.

Qualifications

• Excellent communication and ability to build trust with affluent clients and advisors.
• Strong attention to documentation, policy structuring, and coverage analysis.
• Proactive, service-oriented approach with commitment to client excellence.
• Deep understanding of personal lines, risk management concepts, and high net worth carrier products.

Responsibilities

• Deliver tailored insurance solutions and concierge-level service to Private Client/HNW clients.
• Collaborate with premier carriers and trusted advisors to ensure seamless protection and thoughtful guidance.
• Manage complex accounts with attention to detail and timely responsiveness.

Skills

Communication skills

Detail oriented

Proactive service

HNWI coverage knowledge

Tools

Applied EPIC

Job description

Varney Agency in Scarborough, ME is seeking a Personal Lines Insurance Agent focused on Private Client and High Net Worth accounts to advise clients with sophisticated insurance needs. You will deliver tailored solutions, concierge-level service, and collaborate with premier carriers and trusted advisors to protect clients’ assets and provide thoughtful guidance.

Ideal candidates bring 5+ years in personal lines, licensing, and deep understanding of high net worth products.