Risk Advisor, Private Client Group

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Description

Our Private Client Group continues to grow, and we are looking for a Risk Advisor to join our team. We continue to make investments in our business to ensure our Private Client practice is poised for exponential growth and opportunity. You'll bring expert industry insights, an understanding of the unique risk management needs of high net worth clients, and an ability to serve as a family confidant. You'll provide bespoke insurance and risk management strategies through a lens of hospitality and discretion, ensuring every client interaction reflects the elevated service standards our Private Client Group is known for.

As Private Client Risk Advisor, you'll be responsible for building and growing a portfolio of business, while offering best in class risk management advice to successful individuals, family offices, while working with advisors in the high net worth and ultra-high net worth community. Our ideal candidate will be an experienced high net worth advisor and familiar with specialty carriers like PURE, Chubb, Berkley One, Cincinnati, etc.

What You'll Be Doing

• Responsible for growing and retaining a profitable and well-rounded book of high net worth clients.
• Achieve objectives and sales goals established in annual business plan.
• Prospect for new business with key centers of influence and prospects to introduce to Smith Brothers Private Client Group.
• Develop and present coverage recommendations, renewal strategies, and high-touch stewardship plans tailored to client priorities.
• Strategize, educate, and counsel clients and prospects with a commitment to helping them mitigate risk and navigate through insurance product choices.
• Understand the affluent / high net worth client lifestyle, risk exposures, and insurance contracts to offer proper consultation and solutions as a trusted advisor .
• Work effectively with teammates and all applicable stakeholders to deliver on our be sure promise.
• Commitment to continuous learning, improving processes, and team development.
• Review, update, and contribute to processes improvement and workflow design as assigned / needed.
• Work on projects and other work as assigned.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Stay current on industry trends, products, and regulatory changes.
• Collaborate with team members, provide backup support, contribute to continuous improvement efforts and team collaboration.
• Engage in ongoing professional development through internal training and learning opportunities.
• Support special projects and additional responsibilities as needed.
• Demonstrate alignment with the company's purpose, values, and team-oriented culture.

Skills & Experience You'll Bring

Qualifications

General Working Conditions

About Smith Brothers

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.

You'll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. You'll be joining a team that values trust, creativity, respect, and fu, and a culture that champions both professional growth and overall wellbeing. We offer competitive compensation, robust benefits, and the freedom to build a book of business in a niche where your expertise matters. Visit www.smithbrothersusa.com to learn more.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Duties, responsibilities, and activities may change at any time with or without notice, based on business needs. This description does not constitute a contract of employment, and we reserve the right to revise the job description and / or require other tasks be performed as circumstances change.

Full-Time / Part-Time

Full-Time

Tags

Exempt / Non-Exempt

Exempt

Location

Westport, CT

This position is currently accepting applications.