Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you're a responsible, professional, and people-oriented individual, we'd love to hear from you. Contact us today to explore this opportunity!
About the Role:
Join our team as a Client Service Associate with an insurance focus. You'll manage insurance for a select group of clients and work closely with a small advisory team to serve their financial needs. Rather than serving clients at scale, you'll build relationships with a limited number of them and have the time to address their coverage needs thoroughly. You'll prioritize, anticipate needs, and adapt to changing variables, and you'll thrive in a team environment.
Insurance Responsibilities:
- Write new insurance policies for private wealth clients
- Review all renewing policies for coverage adequacy and accuracy
- Maintain policies, including endorsements, payments, and other servicing
- Prepare insurance reports for advisor teams
- Meet with clients as needed to review their situations and propose coverage improvements
Client and Operational Support:
- Comfortably engage with clients, providing exceptional service
- Listen actively and respond professionally to client inquiries
- Prioritize telephone calls, emails, and daily account maintenance
- Process account openings, transfers, and distributions in compliance with regulations and company policies
- Assist with administrative duties
Required Qualifications:
- Washington state P&C and Life/Health licenses
- 2+ years of experience in the independent P&C and life insurance markets
- Experience with EZLynx or EPIC insurance-based CRMs
- Familiarity with carriers including Safeco/Liberty, Progressive, Travelers, and Hartford
- Undergraduate degree or higher preferred
Required Skills:
- Reliability: You follow through on commitments and execute plans effectively
- Detail Orientation: You take a systematic approach and attend to the finer points
- Interpersonal Skills: Effective communication and listening are essential
- Career‑Driven: You're eager to develop within financial services
- Tech‑Savvy: Strong computer skills and a willingness to learn our software
- Confidentiality: You understand the importance of privacy and confidentiality
Pay Range and Compensation Package:
- Base Salary: $75,000 - $85,000 based on experience
- Bonus: Tied to personal and firm results
- Vacation: 2 weeks
- Personal Time Off / Sick Days: 7 days
- Retirement: 401(k) plan with matching
- Healthcare: Health, vision, and dental plans available
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