Private Client Risk Advisor
$50,000–$100,000 year
Hybrid · Glen Allen, Virginia, United States
Job Summary
The Private Client Risk Advisor at Towne Insurance is responsible for providing personalized insurance solutions to high net-worth clients. Key responsibilities include developing lead sources, cultivating new business relationships, tailoring risk management strategies, and retaining knowledge of insurance products. Candidates must demonstrate a successful sales track record in private client insurance, possess excellent communication and analytical skills, and be proficient in CRM software. A Property & Casualty Agent's License and experience in Personal Lines/Private Client coverage are essential.
Required Qualifications
- Proven track record of success in sales, specifically in the Private Client or High-Net-Worth Insurance space
- Excellent written communication skills, both verbal and written
- Detail-oriented with strong analytical and problem-solving abilities
- Ability to work independently and as part of a team in a fast-paced environment
- Proficiency in using CRM software and other sales tools
- Must be able to read, analyze, and reconcile financial reports
- Property & Casualty Agent's License required upon hire or soon thereafter
- Personal Lines/Private Client coverage experience required
- Familiarity with major carrier markets, such as AIG, Chubb/ACE, and PURE
- Proficiency in Outlook, Word, and Excel
Desired Qualifications
- Strong community relationships and areas of interest to complement insurance competency
- Experience with agency management systems, especially with Applied EPIC
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