The Opportunity:

The Private Client Marketing & Placement Specialist serves as a technical insurance expert responsible for designing, marketing, and placing complex personal insurance programs for affluent and high-net-worth clients. Working closely with producers, account managers, and carrier partners, this individual develops creative coverage solutions, negotiates with underwriters, and secures optimal terms for challenging and sophisticated risks.

This role operates behind the scenes but plays a critical part in delivering exceptional client outcomes through deep market knowledge, strategic carrier relationships, and technical expertise in personal insurance.

In This Opportunity You Will Execute On:

• Market and place new and renewal private client insurance accounts with premier carriers including Chubb, AIG, PURE, Cincinnati, Berkley One, and other specialty insurers.
• Analyze complex property, liability, and excess liability exposures to develop comprehensive insurance solutions.
• Negotiate coverage terms, pricing, and underwriting exceptions with carrier partners.
• Identify creative placement strategies for difficult-to-insure risks, including unique homes, secondary residences, coastal properties, wildfire exposures, collections, and specialty assets.
• Prepare and manage carrier submissions, applications, statements of values, and underwriting documentation.
• Collaborate with producers and service teams to develop customized insurance programs that align with client needs and risk profiles.
• Evaluate coverage differences and carrier appetites to recommend optimal solutions.
• Maintain strong relationships with carrier underwriting teams and stay current on market conditions, carrier capabilities, and emerging risks.
• Support proposal development and presentation materials for prospective and existing clients.
• Ensure accurate documentation and management of account activity within Applied Epic.

What Makes Someone Successful in This Role:

• Deep understanding of high-net-worth personal insurance products and carrier offerings.
• Ability to think creatively and solve complex placement challenges.
• Confidence working directly with underwriters and advocating for clients.
• Strong organizational skills with the ability to manage multiple submissions and deadlines simultaneously.
• Natural curiosity and willingness to explore alternative solutions when standard markets decline coverage.
• Ability to challenge assumptions and provide thoughtful recommendations to internal stakeholders.

In This Role You Will Need:

• 5+ years of experience in personal insurance underwriting, private client marketing, or high-net-worth account management.
• Strong knowledge of private client carriers and their underwriting appetites.
• Experience marketing complex property and liability risks.
• Proficiency using Applied Epic or similar agency management systems.
• Professional designations such as CISR, CIC, CPRIA, or CPCU are preferred.
• Exceptional written and verbal communication skills.

The Ideal Candidate:

We're looking for a seasoned insurance professional who enjoys solving complex placement challenges and leveraging carrier relationships to create best-in-class insurance programs with the ability to work part-time. This may be an experienced account manager, underwriter, or marketing specialist seeking a highly collaborative, non-client-facing role focused on strategy, placement, and technical excellence.

Why ?

Since 1935, has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.

Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At , you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.