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 chance!
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 clientsReview all renewing policies for coverage adequacy and accuracyMaintain policies, including endorsements, payments, and other servicingPrepare insurance reports for advisor teamsMeet with clients as needed to review their situations and propose coverage improvementsClient and Operational Support:Comfortably engage with clients, providing exceptional serviceListen actively and respond professionally to client inquiriesPrioritize telephone calls, emails,



and daily account maintenanceProcess account openings, transfers, and distributions in compliance with regulations and company policiesAssist with administrative dutiesRequired Qualifications:Washington state P&C; and Life/Health licenses2+ years of experience in the independent P&C; and life insurance marketsExperience with EZLynx or EPIC insurance-based CRMsFamiliarity with carriers including Safeco/Liberty, Progressive, Travelers, and HartfordUndergraduate degree or higher preferredRequired Skills:Reliability: You follow through on commitments and execute plans effectivelyDetail Orientation: You take a systematic approach and attend to the finer pointsInterpersonal Skills: Effective communication and listening are essentialCareer‐Driven: You're eager to develop within financial servicesTech‐Savvy: Strong computer skills and a willingness to learn our softwareConfidentiality: You understand the importance of privacy and confidentialityPay Range and Compensation Package:Base Salary: $75,000 - $85,000 based on experienceBonus: Tied to personal and firm resultsVacation: 2 weeksPersonal Time Off / Sick Days: 7 daysRetirement: 401(k) plan with matchingHealthcare: Health, vision, and dental plans available
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📌 Client Service Associate-Insurance Specialist (Western Australia)
🏢 Leading
📍 Western Australia