Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you're a responsible, professional, and people-oriented individual, we'd love to hear from you. Contact us today to explore this opportunity!

About the Role:

Join our team as a Client Service Associate with an insurance focus. You'll manage insurance for a select group of clients and work closely with a small advisory team to serve their financial needs. Rather than serving clients at scale, you'll build relationships with a limited number of them and have the time to address their coverage needs thoroughly. You'll prioritize, anticipate needs, and adapt to changing variables, and you'll thrive in a team environment.

Insurance Responsibilities:

- Write current insurance policies for private wealth clients
- Review all renewing policies for coverage adequacy and accuracy
- Maintain policies, including endorsements, payments, and other servicing
- Prepare insurance reports for advisor teams
- Meet with clients as needed to review their situations and propose coverage improvements

Client and Operational Support:

- Comfortably engage with clients, providing exceptional service
- Listen actively and respond professionally to client inquiries
- Prioritize telephone calls, emails,



and daily account maintenance
- Process account openings, transfers, and distributions in compliance with regulations and company policies
- Assist with administrative duties

Required Qualifications:

- Washington state P&C; and Life/Health licenses
- 2+ years of experience in the independent P&C; and life insurance markets
- Experience with EZLynx or EPIC insurance-based CRMs
- Familiarity with carriers including Safeco/Liberty, Progressive, Travelers, and Hartford
- Undergraduate degree or higher preferred

Required Skills:

- Reliability: You follow through on commitments and execute plans effectively
- Detail Orientation: You take a systematic approach and attend to the finer points
- Interpersonal Skills: Effective communication and listening are essential
- Career‑Driven: You're eager to develop within financial services
- Tech‑Savvy: Strong computer skills and a willingness to learn our software
- Confidentiality: You understand the importance of privacy and confidentiality

Pay Range and Compensation Package:

- Base Salary: $75,000 - $85,000 based on experience
- Bonus: Tied to personal and firm results
- Vacation: 2 weeks
- Personal Time Off / Sick Days: 7 days
- Retirement: 401(k) plan with matching
- Healthcare: Health, vision, and dental plans available

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📌 Client Service Associate-Insurance Specialist (Redmond)
🏢 Private Advisory Group
📍 Redmond