Talent.com
Private Client Associate

Private Client Associate

Pine View Insurance GroupBoston, MA, US
30+ days ago
Job type
  • Full-time
Job description

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 :

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.

    Powered by JazzHR

    47vqt7eruY

    Create a job alert for this search

    Private Client Associate • Boston, MA, US