Senior Private Client Strategist (High-Net-Worth)

World Insurance Associates LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

World Insurance Associates LLC seeks an experienced professional to independently lead client strategy for our largest P&C portfolios. You will diagnose evolving client needs, engage proactively, and drive strategic direction across World’s offerings.

Responsibilities include preparing strategy meetings, reviewing policy exposures, and coordinating with placement and underwriting teams to optimize outcomes. A strong license and 5+ years in P&C are essential for success.

Qualifications

• 5+ years of experience in Personal Property & Casualty
• State Property & Casualty Insurance License required
• Strong written and verbal communication skills

Responsibilities

• Prepare for and facilitate strategy meetings.
• Review exposures against coverages and perform gap analyses.
• Consult with Placement team to optimize placement strategies.
• Lead stewardship planning and delivery.
• Oversee confirmation of coverage, policies, and endorsements.

Skills

Client strategy

Relationship management

Communication

Negotiation

Business development

Education

Highschool diploma or equivalent

Tools

MS Office

Agency management systems

Carrier portals

Job description

World Insurance Associates LLC seeks an experienced professional to independently lead client strategy for our largest P&C portfolios. You will diagnose evolving client needs, engage proactively, and drive strategic direction across World’s offerings.

Responsibilities include preparing strategy meetings, reviewing policy exposures, and coordinating with placement and underwriting teams to optimize outcomes. A strong license and 5+ years in P&C are essential for success.