Job Description

 

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.

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