Remote High Net Worth Private Client Producer

Insurance Office Of America, Inc.; Duluth (GA); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sick/pto

Job summary

Insurance Office of America, Inc. (IOA) seeks a Personal Lines High Net Worth Producer to drive new business growth within IOA's Private Client Group.

You will build relationships with affluent individuals, families, and Centers of Influence, delivering customized insurance and risk management solutions for luxury homes, high-value assets, and personal wealth preservation. You will cultivate Centers of Influence, manage a robust pipeline, and represent IOA at industry and community events to

Qualifications

• Active Property & Casualty License required.
• 5+ years of Personal Lines insurance experience, including experience serving High Net Worth, Private Client, or affluent clientele preferred.
• Proven success developing new business through networking, referrals, relationship management, and Centers of Influence.
• Strong network of professional referral partners, including wealth advisors, attorneys, CPAs, real estate professionals, and business leaders.
• Experience advising clients on complex personal insurance programs, high-value assets, and personal risk management strategies.
• Strong consultative sales, relationship-building, communication, and presentation skills.
• Professional presence with the ability to establish trust and credibility with sophisticated clientele.
• Entrepreneurial mindset with a demonstrated ability to build long-term client relationships and grow a book of business.
• Working knowledge of private client insurance products, carrier markets, luxury property exposures, and coverage solutions.
• Proficiency with Microsoft Office, CRM platforms, and agency management systems.

Responsibilities

• Business Development: Develop and execute strategies to acquire new High Net Worth and Private Client relationships while achieving established sales and growth objectives.
• Pipeline Management: Build, maintain, and actively manage a pipeline of qualified prospects through networking, referrals, and strategic relationship development.
• Referral Network Development: Cultivate Centers of Influence, including wealth advisors, attorneys, CPAs, real estate professionals, family office executives, and business leaders to generate new business opportunities.
• Client Advisory: Serve as a trusted advisor by assessing complex lifestyle exposures and recommending customized insurance and risk management solutions.
• Risk Assessment & Coverage Reviews: Analyze high-value assets, luxury properties, and personal exposures while conducting regular coverage reviews to identify evolving risks and protection gaps.
• Relationship Management: Develop and maintain long-term relationships with clients and referral partners through responsiveness, professionalism, and exceptional service.
• Client Experience: Deliver a concierge-level client experience by partnering with internal service teams to ensure seamless policy administration and ongoing support.
• Cross-Selling Collaboration: Identify opportunities for additional solutions and collaborate with internal partners across Commercial Insurance, Employee Benefits, Wealth Management, and other business divisions.
• Market Presence: Represent IOA at industry, community, charitable, and networking events to strengthen relationships and expand visibility within affluent markets.
• Professional Brand Development: Leverage LinkedIn and other professional networking channels to enhance credibility, increase market presence, and generate business opportunities.
• Carrier Collaboration: Work with carrier partners to negotiate customized coverage solutions and placement strategies for complex personal insurance risks.
• Industry Expertise: Maintain current knowledge of private client insurance products, carrier appetites, market trends, personal risk management strategies, and emerging exposures.

Education

Active Property & Casualty License

5+ years of Personal Lines insurance experience

Strong consultative sales, relationship-building, communication, and presentation skills

Professional presence with sophisticated clientele

Tools

CRM platforms

Microsoft Office

Agency management systems

Job description

Insurance Office of America, Inc. (IOA) seeks a Personal Lines High Net Worth Producer to drive new business growth within IOA's Private Client Group.

You will build relationships with affluent individuals, families, and Centers of Influence, delivering customized insurance and risk management solutions for luxury homes, high-value assets, and personal wealth preservation. You will cultivate Centers of Influence, manage a robust pipeline, and represent IOA at industry and community events to