Private Client Advisor

Trucordia•Philadelphia, PA

6d•Hybrid

About The Position

The Personal Lines Private Client Advisor serves as a trusted insurance advisor to high net worth and ultra-high net worth individuals, families, and family offices. This role is responsible for managing and growing a portfolio of affluent clients through consultative risk assessment, customized insurance program design, proactive coverage reviews, and exceptional client service. The advisor partners closely with carriers, underwriters, wealth management professionals, and internal teams to provide comprehensive solutions for complex personal insurance needs, including high-value homes, collections, luxury automobiles, excess liability, yachts, aviation, and other specialty risks. Success in this role requires strong technical insurance expertise, relationship-building skills, attention to detail, and the ability to deliver a concierge-level client experience.

Requirements

State-issued Property and Casualty Insurance Producer License.
4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
2-5 years in an insurance sales role
Proficiency with professional programs such as Microsoft Suite and Salesforce.
Demonstrated skills in analytics and internal/external communication.

Responsibilities

Serve as the primary trusted advisor for a portfolio of high net worth personal insurance clients.
Meets established sales quotas on monthly, quarterly, and annual basis.
Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
Continually manages a book of business to support high renewal rates.
Collaborates with Client Service to analyze renewal business and place new business accounts.
Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.