ASSOCIATED AGENCIES LIMITED
This role involves managing a large book of high-net-worth personal lines insurance clients, ensuring comprehensive coverage through proactive policy reviews and renewal management. The Private Client Advisor builds trust with established clients, identifies coverage gaps, and collaborates with underwriters to facilitate approvals and problem-solving. The position requires strong organizational skills and the ability to handle a high-volume workload within a growing practice firm.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for ASSOCIATED AGENCIES LIMITED.
ASSOCIATED AGENCIES LIMITED didn’t post a salary, so this is our estimate from similar listings.
15% above the average for this role