Private Client Associate
Position Title: Private Client Associate
Location: This is a Telecommute/Work from Home position
Job Type: Full-Time
Position Summary:
The Private Client Associate plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. 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.
Key Responsibilities:
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 regular 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.
Qualifications and Skills:
- Education: Bachelor’s degree in business, finance, or a related field preferred.
- Experience:
- 2+ years of experience in personal insurance, wealth management, or a related field.
- Experience working with high-net-worth clients is a strong advantage.
- Skills:
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving abilities.
- Proficient in insurance management software and Microsoft Office Suite.
- Detail-oriented with a focus on delivering exceptional client service.
- Licenses/Certifications:
- Property and Casualty insurance license preferred or required within 90 days of hire.
Key Attributes:
- 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.
Compensation and Benefits:
- Competitive salary with performance-based bonuses.
- Health, dental, and vision insurance.
- Retirement plan with employer contributions.
- Professional development opportunities.
Equal Opportunity Employer Statement:
Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.