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Private Client Insurance Jobs in Ohio (NOW HIRING)

Keybank

Private Client Banker

Uniontown, OH · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

Keybank

Private Client Banker

Stow, OH · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

Keybank

Private Client Banker

Reynoldsburg, OH

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Banker

Hilliard, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

Keybank

Private Client Banker

Hilliard, OH

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Banker

Dayton, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Banker

Reynoldsburg, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Banker

Bellbrook, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Banker

Stow, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

Keybank

Private Client Banker

Dayton, OH · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Banker

Uniontown, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

Keybank

Private Client Banker

Bellbrook, OH · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Licensed Private Client Banker

Mentor, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Advisor

Columbus, OH · On-site

Location: 733 Bethel Road, Columbus Ohio Job Summary The Private Client Advisor's focus will be on ... Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability ...

Keybank

Licensed Private Client Banker

Mentor, OH · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Delivers on client solutions through referring of investment and insurance products. * Consistently ...

KeyBank

Private Client Advisor

Mansfield, OH · On-site

Location: 1001 Ashland Road, Mansfield Ohio Job Summary The Private Client Advisor's focus will be ... Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability ...

Keybank

Private Client Advisor

Cleveland, OH · On-site

Location: 127 Public Square, Cleveland Ohio Job Summary The Private Client Advisor's focus will be ... Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability ...

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Showing results 1-20

All JobsPrivate Client Insurance JobsPrivate Client Insurance Jobs in Ohio

Private Client Insurance information

See Ohio salary details

$24.7K

$46K

$69.4K

How much do private client insurance jobs pay per year?

As of Jul 20, 2026, the average yearly pay for private client insurance in Ohio is $46,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $52,300.00 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.

What are popular job titles related to Private Client Insurance jobs in Ohio? For Private Client Insurance jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Private Client Insurance jobs in Ohio look for? The top searched job categories for Private Client Insurance jobs in Ohio are:
Private Client Insurance jobs near you

Private Client Advisor

Brunswick Insurance Agency, Inc.

Cleveland, OH • On-site

Full-time

Posted 10 days ago

Job description

Description:

POSITION SUMMARY

The Private Client Advisor serves as the primary relationship manager for prospective clients referred to Brunswick Private Client through our network of trusted advisors and strategic partners.


This individual guides clients through Brunswick's proprietary risk assessment and advisory process, providing thoughtful education, personalized recommendations, and an exceptional client experience from introduction through implementation. Success in this role comes from building trust, communicating complex insurance concepts with confidence, and developing lasting relationships with both clients and referral partners.


KEY RESPONSIBILITIES

Client Advisory

• Lead consultative conversations with prospective high-net-worth clients to understand their insurance needs, risk exposures, and long-term objectives.

• Educate clients on coverage options and risk management strategies, empowering them to make informed decisions.

• Deliver personalized insurance recommendations in a clear, professional, and client-focused manner.


Relationship Management

• Serve as the primary point of contact for referred clients throughout the advisory process.

• Build and maintain strong relationships with financial advisors and other referral partners, becoming a trusted extension of their client service team.

• Deliver a concierge-level experience through proactive communication, responsiveness, and attention to detail.


Collaboration & Execution

• Partner closely with Brunswick's internal underwriting and service teams to ensure a seamless client experience.

• Coordinate the information necessary to develop comprehensive insurance recommendations.

• Manage multiple client engagements while maintaining accuracy, organization, and follow-through.

• Facilitate a smooth transition to the ongoing service team following implementation.

THE IDEAL CANDIDATE

We're looking for someone who is:

• Personable and naturally relationship-oriented.

• Consultative, never high-pressure.

• Highly organized and detail-oriented.

• A strong communicator who can simplify complex topics.

• Proactive, responsive, and dependable.

• Professional, polished, and confident working with affluent clientele.

• Passionate about delivering an exceptional client experience.

Requirements:

• Minimum of 10 years of experience in High-Net-Worth Personal Insurance.

• Valid P&C license

• Strong understanding of complex personal insurance coverages and risk management strategies.

• Demonstrated success working with affluent clients and trusted advisors.

• Exceptional communication, presentation, and interpersonal skills.

• Highly organized with outstanding project management and follow-up abilities.

• Comfortable working independently in a remote environment.