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Private Client Risk Advisors/Personal Lines Producer

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Job Ref: 15212

Salary: $60000 – $125000

Personal Lines Risk Advisor (Producer)

Location: Southern California Preferred | Western U.S. Preferred | Remote Considered for Exceptional Candidates

Compensation: $60,000-$125,000+ Base (DOE) + Uncapped Commissions + Bonus + Long-Term Ownership Opportunity

About the Opportunity

ACG Resources is representing one of Southern California’s premier independent insurance brokerages in the search for a Personal Lines Risk Advisor (Producer).

Our client has built an outstanding reputation for delivering concierge-level service and sophisticated insurance solutions to high-net-worth individuals, families, and successful professionals. As the firm continues to grow, they are looking to add entrepreneurial advisors who enjoy building lasting client relationships while helping individuals protect their homes, automobiles, valuables, and other personal assets.

This opportunity offers the stability and resources of an established independent brokerage combined with the flexibility, autonomy, and earning potential of a producer role.

Whether you’re an experienced Personal Lines Producer with an existing book of business or a relationship-focused advisor looking to elevate your career, this organization provides exceptional support, marketing resources, and unlimited income potential.


Position Summary

The Personal Lines Risk Advisor is responsible for developing new client relationships, identifying personal insurance exposures, and delivering customized insurance and risk management solutions.

This individual serves as a trusted advisor to affluent individuals and families while partnering with internal service teams to ensure exceptional client service and long-term account retention.


Responsibilities

  • Develop new Personal Lines business through networking, referrals, and relationship building
  • Build relationships with high-net-worth individuals, families, and professional referral sources
  • Conduct comprehensive personal insurance reviews and identify coverage gaps
  • Recommend customized insurance and risk management solutions
  • Present proposals and guide clients through coverage recommendations
  • Collaborate with account management teams during implementation and renewal
  • Cross-sell additional agency products and services
  • Cultivate relationships with attorneys, CPAs, wealth managers, mortgage professionals, and other Centers of Influence
  • Maintain accurate client documentation within the agency management system
  • Achieve established production and business development goals
  • Participate in networking, community, and professional events that generate new business opportunities

Qualifications

  • Personal Lines or Property & Casualty insurance sales experience
  • Active Property & Casualty Insurance License (California preferred)
  • Proven success generating new business and developing client relationships
  • Strong consultative sales and communication skills
  • Professional, client-focused approach
  • Self-starter with an entrepreneurial mindset
  • Bachelor’s Degree preferred

Preferred Qualifications

  • Experience working with high-net-worth or private client accounts
  • Existing referral network or transferable book of business
  • Experience with carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Travelers Private Client, or similar markets
  • Understanding of complex personal insurance programs, including:
    • High-value homes
    • Luxury automobiles
    • Umbrella liability
    • Valuable articles
    • Watercraft
    • Secondary residences

Compensation & Benefits

  • Competitive base salary ($60K-$125K+ depending on experience and production)
  • Uncapped commission structure
  • Performance bonus opportunities
  • Flexible compensation packages for experienced producers with transferable books of business
  • Comprehensive benefits package
  • Long-term ownership opportunities
  • Award-winning workplace culture
  • Professional development and ongoing mentorship

Why Consider This Opportunity?

  • Join one of the nation’s most respected independent insurance brokerages
  • Serve an established high-net-worth client base
  • Entrepreneurial culture with significant autonomy
  • Strong operational and marketing support
  • Excellent carrier relationships and market access
  • Unlimited earning potential
  • Long-term career advancement and ownership opportunities
  • Collaborative leadership team committed to employee success

ACG Resources

If you’re interested in learning more about this confidential opportunity, we’d welcome the opportunity to speak with you.

Greg Eidlen
Partner | ACG Resources
greg@acgresources.com
646-442-5723 (Call/Text)
#acgresourcesjobs

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