Private Client Associate

Position Title:

Private Client Associate

Location:

This is a Telecommute/Work from Home position

Full-Time

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.

• 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

• 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 Gmail
  • 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

• 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

• Competitive salary with performance-based bonuses
• Health, dental, and vision insurance
• Retirement plan with employer contributions
• Professional development opportunities

Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.