Personal Insurance Advisor
Role Overview
The Personal Insurance Advisor wears dual hats: onboarding personal risks for our commercial clients (spouse, home, auto, umbrella, valuables) and cultivating new, high-net-worth (HNW) personal clients. You are a risk consultant across life, property, auto, valuables, and estates — especially for clients with elevated assets and unique exposures.
Full Job Posting
Role summary / purpose
The Personal Insurance Advisor wears dual hats: onboarding personal risks for our commercial clients (spouse, home, auto, umbrella, valuables) and cultivating new, high-net-worth (HNW) personal clients. You are a risk consultant across life, property, auto, valuables, and estates — especially for clients with elevated assets and unique exposures.
Key responsibilities
- Consult with new and existing clients to evaluate personal risks and protection goals
- Design and present tailored personal insurance plans, especially for high-net-worth individuals
- Identify cross-sell opportunities between commercial and personal portfolios
- Prospect for high-net-worth leads (referrals, networking, partnerships)
- Facilitate underwriting, carrier submissions, renewals, and policy servicing
- Provide guidance on specialty coverage: collectibles, fine art, high-value homes, exotic autos
- Stay up to date on trends affecting affluent clients (e.g. cyber risk, umbrella, excess liability)
- Maintain compliance, licensing, and carrier relationships
Ideal candidate profile
Passionate about protecting people’s legacies, families, and assets
Comfortable navigating both sales and service
Experience or interest in high-net-worth insurance, luxury/unique exposures
Able to build rapport with discerning clients, advisors, and financial professionals
Capacity to understand complex exposures, assemble creative coverage strategies
Strong ethics, client-centricity, and consultative mindset
Why you’ll love it (and be an asset)
You’ll play a unique role bridging commercial and personal worlds
You’ll have access to referrals, synergy, and cross-selling within EIS’s client base
You’ll build a premium book of business with higher-than-average revenue per client
We support you with underwriting relationships, marketing, and technical resources
You’ll help elevate EIS’s brand in the high-net-worth space
Compensation
- Range is $55,000.00 – $150,000.00
- Salary would be dependent on the candidate’s experience.
- Compensation includes a base salary, individual and team bonuses, and commission potential.
- We provide PTO, paid holidays and a 401(K) match of pay.
- All training and designations are paid for by the agency.
Experience Requirements
- We prefer you hold a current property and casualty license. The ideal candidate would have at least 2 years insurance experience with a documented track record.
- To apply for this position , Use the form below. Please complete all sections and include a resume of qualifications. We look forward to hearing from you!
About Eastman Insurance Solutions
Protecting What Matters Most – Leadership, Integrity, and Service
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