Private Client Associate

Job Description

Job Description

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:

1. 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.

2. 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.

3. 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.

4. Compliance and Documentation:

   • Ensure compliance with industry regulations and agency standards.
   • Maintain accurate records of client interactions and transactions.

5. 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.

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