Risk Advisor, Private Client Group

Smith Brothers Insurance, LLC.

Westport (CT)

On-site

USD 80,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation

Robust benefits

Flexible work environment

Job summary

A leading insurance brokerage in Westport, CT seeks a Risk Advisor for the Private Client Group. The ideal candidate will have over 5 years of experience in high net worth personal lines sales, a strong client-first mindset, and exceptional communication skills. Responsibilities include developing insurance strategies for high-profile clients and achieving sales goals. This full-time position values creativity, integrity, and collaboration, offering a competitive compensation and benefits package.

Qualifications

5+ years of experience in high net worth personal lines sales.
Active Property & Casualty license in good standing.
Familiarity with leading specialty insurance carriers.

Responsibilities

Grow and retain a profitable book of high net worth clients.
Achieve sales goals outlined in the business plan.
Develop coverage recommendations tailored to client priorities.

Skills

Building long-term relationships with clients

Consultative communication skills

Discretion and responsiveness

Problem-solving and organization

Proficiency with agency management systems

Education

High School diploma

College Degree Preferred

Tools

Agency management systems

Carrier portals

Job description

Overview

Join to apply for the Risk Advisor, Private Client Group role at Smith Brothers Insurance, LLC.

Our Private Client Group continues to grow, and we are looking for a Risk Advisor to join our team. We continue to make investments in our business to ensure our Private Client practice is poised for exponential growth and opportunity. You'll bring expert industry insights, an understanding of the unique risk management needs of high net worth clients, and an ability to serve as a family confidant. You'll provide bespoke insurance and risk management strategies through a lens of hospitality and discretion, ensuring every client interaction reflects the elevated service standards our Private Client Group is known for.

What You'll Be Doing

Responsible for growing and retaining a profitable and well-rounded book of high net worth clients.
Achieve objectives and sales goals established in annual business plan.
Prospect for new business with key centers of influence and prospects to introduce to Smith Brothers Private Client Group.
Develop and present coverage recommendations, renewal strategies, and high-touch stewardship plans tailored to client priorities.
Strategize, educate, and counsel clients and prospects with a commitment to helping them mitigate risk and navigate through insurance product choices.
Understand the affluent/high net worth client lifestyle, risk exposures, and insurance contracts to offer proper consultation and solutions as a trusted advisor.
Work effectively with teammates and all applicable stakeholders to deliver on our be sure promise.
Commitment to continuous learning, improving processes, and team development.
Review, update, and contribute to processes improvement and workflow design as assigned/needed.
Work on projects and other work as assigned.
Ensure compliance with agency processes, confidentiality standards, and quality metrics.
Stay current on industry trends, products, and regulatory changes.
Collaborate with team members, provide backup support, contribute to continuous improvement efforts and team collaboration.
Engage in ongoing professional development through internal training and learning opportunities.
Support special projects and additional responsibilities as needed.
Demonstrate alignment with the company's purpose, values, and team-oriented culture.

Skills & Experience You'll Bring

A track record of building and retaining long-term relationships with high net worth and ultra-high net worth individuals.
Proven experience working with high-end carriers such as PURE, Chubb, AIG, Berkley One, and other specialty marine markets.
Exceptional communication and consultative skills, with a natural ability to simplify complex coverage into clear, client-friendly guidance.
Ease working independently in a dynamic environment, while contributing to a collaborative team culture.
A client-first mindset rooted in discretion, responsiveness, and partnership.
Ability to build trust and serve as a family confidant for clients.
Stay relevant/ahead on industry insights and familiarity with complex insurance programs.
Exceptional ability to research, problem-solve, and be organized.
Ability to manage multiple priorities in a fast-paced environment.
Proficient with agency management systems and carrier portals.
Proficient with AI and ability to learn new/future technologies and tools.
Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
Team player who consistently defaults to good.

Qualifications

5+ years of experience in high net worth personal lines sales with an active network serving this client segment
Active Property & Casualty license in good standing.
Experience and familiarity with leading specialty insurance Carriers such as Chubb, AIG, PURE, etc.
Commitment to continuous improvement and team development.
High School diploma required, College Degree Preferred; equivalent professional experience considered.

General Working Conditions

Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.
Fast paced environment with significant telephone and in person interactions.
Offsite client, network, and prospect meetings require non-standard normal working hours - expect evening events and some travel as normal course of business.
Ability to view computer monitors for extended periods of time.
Flexible Work Environment.

About Smith Brothers

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.

You'll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. You'll be joining a team that values trust, creativity, respect, and fu, and a culture that champions both professional growth and overall wellbeing. We offer competitive compensation, robust benefits, and the freedom to build a book of business in a niche where your expertise matters. Visit www.smithbrothersusa.com to learn more.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Duties, responsibilities, and activities may change at any time with or without notice, based on business needs. This description does not constitute a contract of employment, and we reserve the right to revise the job description and/or require other tasks be performed as circumstances change.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Seniority level