Private Client Portfolio Associate

A leading insurance brokerage is seeking a Portfolio Assistant to support Account Executives by providing administrative and technical assistance. Responsibilities include client service requests, maintaining accurate client documentation, and preparing policy proposals. The ideal candidate will have strong communication and organizational skills, with a willingness to learn about personal lines of insurance. This role offers exposure to high-net-worth accounts in a fast-paced environment, ensuring corporate standards and adherence to internal procedures. #J-18808-Ljbffr