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Private Client Insurance Jobs (NOW HIRING)

Mercer France

Private Client Advisor

Dallas, TX · On-site

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...

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Marsh & McLennan

Private Client Advisor

Phoenix, AZ · On-site

$52K - $98K/yr

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...

New

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How much do private client insurance jobs pay per year?

As of Jul 28, 2026, the average yearly pay for private client insurance in the United States is $48,409.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $55,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Private Client Insurance Advisor, and why are they important?

A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.

What is private client insurance?

Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.

What are some common challenges faced by professionals in Private Client Insurance, and how can they be addressed?

Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.

What is the difference between Private Client Insurance vs Commercial Insurance Broker?

AspectPrivate Client InsuranceCommercial Insurance Broker
CredentialsInsurance licenses, possibly specialized in high-net-worth policiesInsurance licenses, often with commercial lines certifications
Work EnvironmentHigh-net-worth individuals, private clients, luxury homes, personal assetsBusinesses, corporate clients, commercial properties, liability policies
Industry UsagePersonal insurance sector, wealth managementBusiness insurance sector, risk management
Search & Comparison IntentUnderstanding personal high-value coverage optionsComparing business risk policies and coverage

Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.

More about Private Client Insurance jobs
What cities are hiring for Private Client Insurance jobs? Cities with the most Private Client Insurance job openings:
What states have the most Private Client Insurance jobs? States with the most job openings for Private Client Insurance jobs include:
What job categories do people searching Private Client Insurance jobs look for? The top searched job categories for Private Client Insurance jobs are:
Private Client Insurance jobs near you
Infographic showing various Private Client Insurance job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $48,409 per year, or $23.3 per hour.
Private Client Insurance Advisor

Private Client Insurance Advisor

Christensen Group Insurance

Eden Prairie, MN • On-site

$80K - $100K/yr

Full-time

Posted 10 days ago

Job description

Job Type
Full-time
Description
Due to continued growth at Christensen Group, we are excited to add a Private Client Advisor to our Private Client team! We are seeking an experienced insurance professional with 5+ years of personal insurance experience, preferably serving high-net-worth clients. An active Property & Casualty insurance license is required. If you're passionate about building trusted client relationships, delivering exceptional service, and becoming part of a collaborative, employee-owned organization, we would love to hear from you.
This position is responsible for providing customer service and support to the Private Client Personal Insurance clients and prospects of Christensen Group.
Essential Duties and Responsibilities
  • Provide service support for personal lines products to new and existing high net worth policyholders.
  • Solicits potential high net worth policy holders through a variety of methods such as in person or over the phone.
  • Conducts policy comparisons to other insurance carriers and provides advice to customers.
  • Communicates with clients in a fair and ethical manner.
  • Provides quotes and coverage comparisons.
  • Manages a book of business with the objective of providing quality and timely service that exceeds our client's expectations so that we retain business.
  • Help our customers with billing, claims, and/or other questions.
  • Properly document within the client management system and follow department procedures.
  • Maintain knowledge of carrier products, niches, and differences.
  • Accurately bill our policies.
  • Completes projects as assigned.
  • Stay current on the various computer related systems and programs of our carriers and the agency.

Other Duties and Responsibilities
  • Maintain culture of employee ownership - contribute time and support to agency/carrier events or activities that strengthen our culture
  • Create and maintain a positive work environment
  • Accept special assignments as directed by Department Managers
  • Support agency directives in effectively managing agency/carrier relationships
  • Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product
  • Represent Christensen Group in the greatest professional and ethical manner possible
  • Provide the ultimate customer experience within the boundaries of the organization's capabilities
  • Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems
  • Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
  • Contribute to creating a safe and fun learning environment
  • Commit to continued education to grow skills and knowledge

Requirements
  • 6 years of personal lines (private client) experience (required).
  • Resident property and casualty insurance license (required).
  • Excellent interpersonal and professional oral and written communications skills (required).
  • Knowledge of High Net Worth personal lines products and carriers (required).
  • Proficiency in Microsoft and Excel (required).
  • Superior client servicing skills (required).
  • High attention to detail (required).
  • CIC or CISR designations (preferred).
  • Experience with Epic (preferred).

Salary Description
$80,000 - $100,000

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