Senior Client Advisor - Small Business Solutions

We are looking for a Senior Client Advisor to join our Private Client Services team. In this role, you will provide tailored insurance solutions to high-net-worth clients, ensuring exceptional service and client retention. Your expertise in personal lines insurance and negotiation skills will be key to your success.

Skills

• personal lines insurance
• property & casualty license
• client service orientation
• negotiation skills
• risk management
• high-net-worth clientele
• market data analysis
• client advisory reviews
• insurance compliance
• proposal creation
• travel for meetings
• relationship management