Description
The Client Advisor will work on the Client Advisory team to analyze client exposures, loss experiences, and current coverages; recommend insurance products and services; present market data; provide proactive client service; assess risk-management needs and financial loss tolerance; develop and present renewal proposals and annual reviews; negotiate with insurance carriers; and drive client retention and new business through referrals and expanded programs. The role requires at least two years of personal lines insurance experience with high-net-worth clientele, a Property & Casualty license, client-service skills, and the ability to travel for meetings. Benefits include hybrid work, time off, tuition reimbursement, professional development, charitable contribution matching, and stock purchase opportunities.
