Senior Private Client Advisor
HybridSan Antonio, Texas, United States
Job Summary
Senior Private Client Advisor on the Private Client Services team drives tailored insurance solutions for High-Net-Worth clients by assessing exposures, presenting market data, guiding risk management, and delivering proactive service. Responsibilities include renewals, annual Client Advisory reviews, and growing the business through referrals while coordinating with multiple carriers to secure comprehensive coverage and ensuring regulatory compliance. Requires 3+ years of personal lines experience with HNW clients, a P&C license, strong client-service focus, and the ability to travel; hybrid work arrangement supported in San Antonio, TX.
Required Qualifications
- 3+ years’ personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
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