The Advisor plays a critical role in managing client relationships, service delivery, and strategic marketing initiatives for both existing clients and prospects. This role is accountable for ensuring operational efficiency and delivering exceptional, tailored service to high-net-worth clients while driving business growth and retention.

Key Responsibilities:

Client Service Excellence: Deliver superior client service by anticipating needs, resolving issues proactively, and exceeding expectations with innovative, customized solutions.

Collaboration & Teaming: Foster a culture of teamwork by collaborating with colleagues to meet production and retention goals. Assist team members with quotes, proposals, and account management tasks.

Marketing & Renewal Management: Strategically market accounts to carriers, negotiate terms, and prepare comprehensive renewal and new business proposals.

System Expertise: Demonstrate proficiency with insurance management systems like Applied Epic, ensuring efficient workflows and accurate client documentation.

Qualifications and Experience:

Proven expertise in the insurance industry, with a strong preference for experience in high-net-worth personal insurance.

Ability to conceptualize innovative ideas and execute strategies effectively.

Exceptional interpersonal skills, with the ability to build and nurture client and team relationships.

Strong verbal, written, and presentation communication skills.

Demonstrated problem-solving skills with the ability to manage complex client needs.

This updated version modernizes the language, provides greater detail, and aligns with current industry standards for job descriptions in client-focused roles.