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Private Client Insurance Jobs (NOW HIRING)

Marsh & McLennan Companies, Inc.

$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 ...

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Private Client Insurance information

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$26K

$48.4K

$73K

How much do private client insurance jobs pay per year?

As of Jul 7, 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
Insurance Advisor - Private Client Group

Insurance Advisor - Private Client Group

CHERRY CREEK INSURANCE AGENCY INC

Englewood, CO • On-site

$65K - $125K/yr

Full-time

Medical, Dental

Re-posted 13 days ago

Job description

JOB TITLE: Insurance Advisor

DEPARTMENT: Sales - Private Client Group

REPORTS TO: Private Client Group Sales Leader

FLSA STATUS: Exempt


POSITION SUMMARY: The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while earning the opportunity to serve as their trusted insurance advisor. Successful candidates will have a proven track record in sales, particularly in consultative, relationship-driven environments, with the ability to convert relationships into enduring client partnerships. The ideal advisor is skilled at identifying and understanding the unique insurance needs of Private Client Group members, delivering tailored insurance solutions.

KEY RESPONSIBILITIES:

  • Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting.
  • Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients.
  • Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews.
  • Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients.
  • Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients.
  • Develop and implement an individual business plan annually to align with organizational goals.
  • Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction.
  • Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance.
  • Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects.

FUNCTIONAL/TECHNICAL KNOWLEDGE & SKILLS:

  • Exceptional communication, presentation, and relationship-building skills, both over the phone and in person.
  • Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice.
  • Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building.
  • Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients.
  • Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting.
  • Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions.
  • Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment.
  • Knowledge of the current insurance market, competitors, and emerging trends to effectively advise clients.

QUALIFICATIONS:

  • Minimum of 3 years in sales, with a proven track record of meeting or exceeding sales targets, preferably in the insurance/financial services industry.

TRAVEL: Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected. Out of town travel is minimum.

COMPENSATION INFORMATION:

  • First Year Salary Range: $65,000 - $125,000
  • Total Compensation = Pay + Commissions + Benefits
  • FLSA Status: Exempt

CCIG OFFERS AMAZING BENEFITS: Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum. A strong work life balance, with a 37.5 hour work week and an exciting summer time off program. A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes. Dress for your day office environment and, most importantly, CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment! We offer a transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration. Our approach fairly recognizes both individual performance and team contributions, with clear criteria for advancement.