Title: Private Client Adviser
Payroll: Annual Salary
Benefits: Health care, 401K plan, 20 PTO, voluntary benefits available (vision, dental, life).
Hours: 42.50 hours with one hour for lunch which equals a 37.50 work week.
Office Hours: 42.50 hours with one hour for lunch which equals a 37.50 work week.
Requirements: Candidate must possess a NJ property and casualty insurance license.
Experience: Minimum of three years in the personal lines field, prefer experience with high net-worth clientele.
Job responsibilities include but not limited to:
- Adviser will be engaged in daily client interaction, risk analysis, rating/quoting, creating and presenting proposals, providing exceptional service with a high touch to new and existing clients, work within carrier websites as well as the following systems; EPIC Applied, Outlook, WORD, Excel. Adviser is expected to provide exceptional service and support to Centers of Influence.