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 new 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: Solid 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

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