Concierge

Concierge – Private Client Services (White Glove Insurance)

Company:
White Glove Insurance

Location:

Remote / Hybrid (D.C.)

Position Type:
Full-Time

Deliver Butler-Level Service. Redefine Client Experience.

At White Glove Insurance, we do not operate like a traditional insurance brokerage.

We operate like a luxury concierge firm for our clients’ financial protection.

Our philosophy is simple:

Our clients should never have to think about their insurance.

We anticipate, optimize, and handle everything for them.

We are seeking an elite, service-driven Concierge who will provide true five-star, butler-level support to every client in our portfolio.

This role is ideal for someone with a luxury hospitality mindset who takes pride in precision, discretion, and proactive service.

The White Glove Standard

As a Concierge at White Glove Insurance, you are not just assisting clients — you are curating an exceptional experience.

You will function as the dedicated point of contact ensuring every client receives:

• Immediate access to their policies and our proprietary application
• Proactive communication and guidance
• Ongoing policy optimization and cost-saving insights

Core Responsibilities

• Personally welcome and onboard every new client with a luxury, concierge-style experience
• Ensure clients have immediate and effortless access to our state-of-the-art application
• Guide clients through app setup, features, and policy visibility with patience and professionalism
• Eliminate friction and confusion from the onboarding process

• Serve as the primary concierge for client questions, needs, and service requests
• Deliver prompt, polished, and proactive communication via phone, text, and digital platforms
• Maintain ongoing high-touch relationships with each household
• Anticipate client needs before they arise

• Regularly check in with clients to ensure their policies remain optimized and aligned with life changes
• Notify clients of meaningful cost-saving opportunities (rate drops, refinancing alerts, bundling, coverage improvements)
• Coordinate internally with advisors to implement enhancements seamlessly
• Ensure clients always feel protected, informed, and cared for

• Act as the concierge guide for our AI-powered client platform
• Ensure clients confidently use the app for policy access, alerts, and updates
• Provide white-glove troubleshooting and personalized tech assistance
• Uphold a luxury-level client experience in every interaction

We are looking for someone who embodies professionalism, discretion, and excellence.

You may be a great fit if you:

• Have a hospitality, concierge, luxury service, or private client background
• Naturally communicate with polish, warmth, and confidence
• Are highly organized and detail-oriented
• Take initiative and operate proactively, not reactively
• Are tech-savvy and quick to learn modern platforms
• Genuinely enjoy helping people and delivering elite service

• Performance incentives & profit-sharing opportunities
• Long-term growth within a rapidly scaling, technology-driven firm
• Direct mentorship from leadership
• Opportunity to help build the gold standard of concierge insurance service

We are building a next-generation insurance experience powered by technology and defined by service excellence.

Our clients receive:

• Real-time cost-saving alerts (including refinance opportunities)
• Fully managed insurance optimization
• A seamless, luxury experience backed by innovation

If you believe service should feel effortless, elevated, and proactive — not transactional — this role was designed for you.