Remote Private Client High-Net-Worth Producer

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays and time off

Career growth opportunities

Job summary

Insurance Office Of America, Inc. seeks a Personal Lines High Net Worth Producer to grow affluent client relationships, advise on luxury property and high-value assets, and deliver concierge risk management services.

The role emphasizes relationship-building, networking, and strategic partnerships to expand IOA's private client book. The position supports remote work with potential onsite requirements in the Eastern Time Zone; candidates should possess a strong network of referral partners and a

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

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

Skills

Active P&C License

Personal Lines

Business development

Networking

Relationship management

CRM proficiency

Tools

Microsoft Office

CRM platforms

Agency management systems

Job description

Insurance Office Of America, Inc. seeks a Personal Lines High Net Worth Producer to grow affluent client relationships, advise on luxury property and high-value assets, and deliver concierge risk management services.

The role emphasizes relationship-building, networking, and strategic partnerships to expand IOA's private client book. The position supports remote work with potential onsite requirements in the Eastern Time Zone; candidates should possess a strong network of referral partners and a