Private Client Advisor High Net Worth Insurance - Entry Level
Howard & Gay Insurance LLC
Private Client Advisor
Entry Level
Position Title: Private Client Advisor
Location: This is an on-site/in office and work from home hybrid position
Job Type: Full-Time
The Private Client Advisor plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families (our clients). This position involves managing client relationships, conducting risk assessments, and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.
- Client Relationship Management:
- Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions promptly.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
- Conduct annual policy reviews to align coverage with evolving client needs.
- Policy and Coverage Management:
- Assist clients with securing appropriate coverage for homes, vehicles, collections, and other assets.
- Handle new business quotes, renewals, and endorsements efficiently.
- Liaise with insurance carriers to provide the best options for clients.
- Risk Assessment and Mitigation:
- Conduct detailed risk assessments to identify coverage gaps and recommend appropriate solutions.
- Educate clients on potential risks and strategies to minimize exposure.
- Compliance and Documentation:
- Ensure compliance with industry regulations and agency standards.
- Maintain accurate records of client interactions and transactions.
- Collaboration and Team Support:
- Collaborate with internal teams to ensure a seamless client experience.
- Contribute to the development of marketing strategies to attract high-net-worth clients.
- Education: Bachelor’s degree in business, finance, or a related field preferred but not required.
- Experience:
- 2+ years of experience in a business environment - personal insurance, wealth management, or a related field preferred not required.
- Experience working with high-net-worth clients is a strong advantage.
- Skills:
- Excellent verbal and written communication skills.
- Strong interpersonal skills with client-service mindset.
- Strong analytical and problem-solving abilities.
- Proficient in insurance management software, Gmail, Excel and other MS Office Products.
- Detail-oriented with a focus on delivering exceptional client service.
- Able to work in a team environment. Easily gains the trust and support of peers.
- Licenses/Certifications:
- Property and Casualty insurance license preferred.
- Professional demeanor and discretion in handling sensitive client information.
- Ability to manage multiple priorities in a fast-paced environment.
- A proactive, client-focused approach with a commitment to excellence.
- Competitive salary with performance-based bonuses.
- Health, dental, and vision insurance.
- Retirement plan with employer contributions.
- Professional development opportunities.
Howard & Gay Insurance, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.
Who is Howard & Gay Insurance:
Howard & Gay Insurance provides property and casualty insurance brokerage services and risk management advice to successful individuals and families throughout the United States with offices in Westport, New Canaan and Greenwich, CT. At Howard & Gay, we take pride in offering expert advice and an unmatched level of service.
Howard & Gay offers the opportunity to be part of a fast-growing, family-owned company. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth. (We look at every application, not churning it though an AI program and look forward to hearing from you.)
