Private Client Group; High Net Worth) Producer

Work Mode:
Remote | Location/Supporting:
Eastern Time Zone Locations

Please note:

If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.

Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit:

About the Role:

Responsible for driving new business growth within IOA's Private Client Group by developing relationships with affluent individuals, families, family offices, and Centers of Influence. Serves as a trusted advisor, providing customized insurance and risk management solutions for luxury homes, high-value assets, lifestyle exposures, and personal wealth preservation. Leverages professional networks, industry expertise, and strategic partnerships to identify opportunities, deliver concierge-level service, and build long-term client relationships while achieving established sales and growth objectives.

• Business Development:
  Develop and execute strategies to acquire new High Net Worth and Private Client relationships while achieving established sales and growth objectives.
• Pipeline Management:
  Build, maintain, and actively manage a pipeline of qualified prospects through networking, referrals, and strategic relationship development.
• Referral Network Development:
  Cultivate Centers of Influence, including wealth advisors, attorneys, CPAs, real estate professionals, family office executives, and business leaders to generate new business opportunities.
• Client Advisory:
  Serve as a trusted advisor by assessing complex lifestyle exposures and recommending customized insurance and risk management solutions.
• Risk Assessment & Coverage Reviews:
  Analyze high-value assets, luxury properties, and personal exposures while conducting regular coverage reviews to identify evolving risks and protection gaps.
• Relationship Management:
  Develop and maintain long-term relationships with clients and referral partners through responsiveness, professionalism, and exceptional service.
• Client
  
  Experience:
  
  Deliver a concierge-level client experience by partnering with internal service teams to ensure seamless policy administration and ongoing support.
• Cross-Selling
  
  Collaboration:
  
  Identify opportunities for additional solutions and collaborate with internal partners across Commercial Insurance, Employee Benefits, Wealth Management, and other business divisions.
• Market Presence:
  Represent IOA at industry, community, charitable, and networking events to strengthen relationships and expand visibility within affluent markets.
• Professional Brand Development:
  Leverage Linked In and other professional networking channels to enhance credibility, increase market presence, and generate business opportunities.
• Carrier
  
  Collaboration:
  
  Work with carrier partners to negotiate customized coverage solutions and placement strategies for complex personal insurance risks.
• Industry Expertise:
  Maintain current knowledge of private client insurance products, carrier appetites, market trends, personal risk management strategies, and emerging exposures.

• Active Property & Casualty License required.
• 5+ years of Personal Lines insurance experience, including experience serving High Net Worth, Private Client, or affluent clientele preferred.
• Proven success developing new business through networking, referrals, relationship…