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Personal Lines Senior Client Advisor - Independent Agency - Base Salary to 100k/year - Greenwich, CT
Job Description
- Our client, a well-respected 100-year-old independent insurance agency in the Greenwich, CT area is looking for a Personal Lines Senior Client Advisor to join their close-knit team.
- In this role, the Personal Lines Senior Client Advisor will be responsible for daily service to an assigned book of roughly 300 middle market & high net worth clients. Responsible for quoting, placement, and servicing of high value homeowners, secondary homes, auto, flood, umbrella, valuables, watercraft, collectibles, and workers compensation. Specific duties include: Phone, Email, & In-person customer service; marketing new & renewal business, seeking new business referrals, preparing endorsements, seek cross-sell opportunities and suggest new lines of coverage, invoicing as needed, maintaining accurate files, and reviewing renewals. They work in a team-based atmosphere so you will have support.
- Property and Casualty (P&C) Licensed
- EPIC experience is highly preferred.
- Experience in servicing high net worth clients.
- Experience with carriers including Chubb, AIG/PCS, PURE, BerkleyOne, Cincinnati, Travelers and Progressive.
- Base salary in the 75k - 100k/year range, plus a lucrative commission structure.
- 100% Employer Paid Health Insurance, 401k, Profit Sharing, Paid Holidays, Multiple Bonuses, Long/Short Term Disability, PTO, etc.
- Ideally 5 days a week in office. They can be flexible/accommodating for hybrid once caught up to speed.
- Can provide phone/computer for home office. Commute stipend if close to Greenwich, CT.
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Additional Information
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Meet Your Recruiter
Alicia Smith
Practice Lead & Sr. Recruiter - Insurance
Check out our Insurance Page Here: https://www.allsearchinc.com/executive-recruiters/insurance-recruiting/
What motivates you?
The idea of success. It pushes me to try my hardest in everything I do and encourages me to take on challenges.
What do you do for fun/in your free time?
Seeing my favorite artists live! Going to concerts is my ultimate serotonin booster! I also love taking weekend trips with friends to new cities/towns.
Three words that describe you?
Go-with-the-flow (counts as 1 word), hardworking, hilarious (I can provide references)