Private Wealth Insurance Specialist (Redmond)

Private Wealth Insurance Specialist (Redmond)

04 Nov
|
Private Advisory Group
|
Redmond

04 Nov

Private Advisory Group

Redmond

Private Advisory is seeking a Client Service Associate with a focus on insurance to manage coverage for a select group of clients and collaborate with a small advisory team.

You will write policies, review renewals, maintain coverages, and prepare reports while addressing client needs with care and professionalism. This role emphasizes relationship-building over high-volume client service and requires solid attention to detail.

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📌 Private Wealth Insurance Specialist (Redmond)
🏢 Private Advisory Group
📍 Redmond

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