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, skilled, 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: 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 (Western Australia)
🏢 Important Company of the Sector
📍 Western Australia