A well-established and growing insurance agency is seeking an Assistant Private Client Advisor to support a seasoned Private Client Group Advisor and grow into a full advisory role. This position is ideal for a motivated, high-energy insurance professional eager to develop expertise in private client insurance.

 

Prior experience in Personal Lines Account Management, Claims, or as an Underwriting Assistant (2-3 years) is preferred.

 

The Job:

• Assist the Private Client Group Advisor with client service and account management
• Develop expertise in high-net-worth personal insurance solutions
• Support policy review, renewals, and coverage recommendations
• Communicate with clients, carriers, and underwriters
• Participate in industry coursework and professional development
• Work toward transitioning into a full Private Client Advisor role

 

The Company:

• Collaborative Culture: Join a team built by industry veterans dedicated to exceptional client service
• Modern Workplace: Initial in-office training with potential for hybrid work
• Mentorship & Development: Work directly with experienced professionals to accelerate your career
• Flexibility & Stability: Be part of a growing company with clear advancement opportunities
• Comprehensive Benefits: Competitive salary, professional development, and career growth

 

If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.

Posted On: Friday, February 28, 2025