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Private Client Advisor – Personal Insurance

  • Medium Level
  • Type Hourly
  • Duration: More than 06 months

Project Detail

While our Private Client Services team is based in San Francisco in the Outer Sunset District, we are interviewing candidates from across the U.S. The position of Private Client Advisor can be either remote, in the office or a combination of both.

We are seeking a team member with experience in personal property and casualty insurance working with clients that have policies through Chubb, AIG, PURE, CINCINNATI, TRAVELERS, SAFECO and ENCOMPASS. If you do not have this insurance experience, please do not apply.

Our clients are located across the U.S. and generally have multiple homes, autos and other assets to protect. You will prepare the annual renewal review for each client and handle endorsements, claims and payment activities for the department. You will develop a strong relationship with the wonderful families we insure and they will grow to love you and trust you. You will have a strong working knowledge of excel, word and the quoting and processing functions of the websites for each carrier listed above. Attention to detail, follow through and a can-do attitude are critical to succeeding in this role. You will work within a current team of four professionals that support each other and work cohesively for the benefit of our clients. We are very proud of retaining over 99% of our clients the last four consecutive years. Outstanding client service is the hallmark of CAL Insurance & Associates. Ideal candidates will have a proven track record in exceeding client expectations and a strong personal property & casualty background.

Our firm is located on the L Taraval Muni Line at 33rd and Taraval. We also provide free parking, free employee benefits and a flexible work schedule. For the right candidate, we will consider a work from home arrangement. A minimum 30 hour work week is required.

Job Type: Full-time

Pay: $70,000.00 - $75,000.00 per year


  • 401(k)
  • 401(k) Matching
  • Dental Insurance
  • Flexible Schedule
  • Health Insurance
  • Paid Time Off