Private Client Advisor
$400kNewman Group Search
Job Description
Personal Lines Private Client Advisor
High-Net-Worth Personal Lines Account Executive
Private Client Advisor, Personal Lines
We’re working with an established, family-owned independent insurance agency that’s looking for a Personal Lines Private Client Advisor to own a book of high-net-worth clients and serve as a trusted advisor on complex personal risk. This is a great chance to step into a senior, high-impact role with a firm that invests heavily in its people and gives you the autonomy to deliver true concierge-level service.
This position may be eligible for remote work
Some key responsibilities:
- Manage a $400K+ book of high-net-worth personal lines clients, including home, auto, umbrella, and specialty coverages
- Serve as the primary advisory contact, leading renewal reviews and delivering proactive coverage and risk-management recommendations
- Support producers with new business by preparing submissions, marketing accounts, analyzing quotes, and building client-ready proposals
- Develop placement strategies for complex and hard-to-place risks, including E&S markets, and negotiate terms with carriers
- Drive retention and growth through account rounding, cross-selling, and remarketing
- Mentor Account Managers and act as a technical resource for the Personal Lines team
The right person for this role brings 8+ years of personal lines experience, an active P&C license, and a designation (CIC, CPCU, or similar a plus), along with deep knowledge of high-net-worth carriers and markets. If you thrive as a strategic advisor to discerning clients and enjoy sharing your expertise with others, this role offers competitive compensation with commission and bonus potential, strong benefits, and real room to grow.
Vacancy posted 2 days ago
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