Identify, prospect, cultivate, and close new commercial clients; use marketing tactics and HubSpot to manage pipeline; cross-sell Worlds platform (P&C, benefits, retirement, payroll). Maintain client relationships and grow book of business.

The role involves managing strategies and services for high-value clients, coordinating insurance proposals, and oversight of policy details, requiring extensive experience in Personal Property & Casualty insurance.

As a Personal Lines Private Client Advisor, you will manage relationships with high-net-worth clients, providing tailored insurance solutions and ensuring high-quality service.