UNICO Group
Where connections make a difference.
Personal Insurance – Private Client Advisor
Location
United States
Posted
1 day ago
Salary
Not specified
Seniority
Senior
Associate DegreeEnglish
Job Description
• The Personal Insurance Private Client Advisor is responsible for developing and implementing sales strategies to attract and retain high-net-worth clients.
• Drive growth by prospecting, qualifying, and closing new high-value accounts.
• Conduct comprehensive needs-based assessments to recommend appropriate insurance coverage.
• Present and explain options, benefits, and pricing for potential clients.
• Maintain accurate client records in the Agency Management System.
Job Requirements
- An associate degree or the recognized equivalent in education and experience is required.
- Prior experience in Private Client personal lines insurance sales.
- Familiar with major Private Client insurance carriers, underwriting guidelines, and experience using CRM and lead generation tools.
- Current Property & Casualty insurance license.
- Complies with continuing education requirements for agent licensing as well as professional designations.
- Keeps informed regarding industry information, new product information, coverages, and technology.
- Excellent communication and interpersonal skills
- Strong negotiation skills
- Ability to assess risk and recommend coverages and solutions.
- Results driven.
- Strong PC skills including Word, Excel, and Outlook.
- Knowledge of Agency Management Systems.
- Must be organized and efficient with verbal and written communication skills.
- Must also have the ability to work with others.
- Must have a high level of problem-solving skills.
- Maintain a professional image.
Benefits
- UNICO Group is committed to the full inclusion of all qualified individuals.
- We will take steps to ensure that people with disabilities are provided reasonable accommodation.
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