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Senior Private Client Advisor
$89,500–$166,900 year
Hybrid · Philadelphia, Pennsylvania, United States or Richmond, Virginia, United States
Job Summary
Senior Private Client Advisor role focusing on client advisory for high-net-worth personal lines, evaluating exposures and current coverages, presenting renewal proposals, engaging in client service across in-person, phone, and email channels, negotiating with multiple carriers for comprehensive coverage, and supporting growth through referrals and expanded client programs. Hybrid work environment with benefits including generous time off and professional development opportunities.
Required Qualifications
- 2+ years’ personal lines insurance experience with High Net Worth clientele
- Property & Casualty (P&C) License
- Bachelor’s degree preferred
- Client service orientation with ability to manage expectations
- Ability to travel for client and company meetings as needed
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