Howard & Gay Insurance is an independent, property and casualty insurance brokerage that is exclusively focused on personal lines. Do you like the sound of joining a hard-working team at a fast-growing firm? Do you get a charge out of helping clients by providing expert advice and best in class service? If those answers and “yes” and “yes”, then we want to meet you! Please check out our current open positions:
Private Client Sales
Full Time
Position Title: Private Client Advisor
Location: This is an On site/in office and work from home hybrid position
Job Type: Full-Time
Position Summary:
In the Personal Lines Private Client Sales role, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage Howard & Gay’s expansive resources to offer comprehensive risk management strategies and white-glove service.
This position involves managing client relationships, conducting risk assessments, and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.
Primary Responsibilities
- Identify prospects and develop new business opportunities within the high-net-worth and private client space.
- Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence.
- Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, excess liability, watercraft, aviation, and other specialized policies.
- Deliver a high-touch client experience, including proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments.
- Collaborate with Howard & Gay’s private client team and carrier partners to design tailored insurance programs.
- Track all sales activities and leverage CRM tools to maximize efficiency.
Qualifications and Skills:
- Education: Bachelor’s degree in business, finance, or a related field preferred but not required.
- Experience:
- 5+ years of experience – personal insurance, wealth management, or a related field.
- Experience working with high-net-worth clients is a strong advantage.
- Deep understanding of affluent clientele and their unique risk management needs.
- Skills:
- Excellent verbal and written communication skills
- Strong interpersonal skills with client-service mindset
- Strong analytical and problem-solving abilities
- Ability to cultivate relationships and act as a trusted advisor to clients
- Detail-oriented with a focus on delivering exceptional client service
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment
- Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets.
- Licenses/Certifications:
- Property and Casualty insurance license or willingness to obtain active license.
Key Attributes:
- Professional demeanor and discretion in handling sensitive client information.
- Ability to manage multiple priorities in a fast-paced environment.
- A proactive, client-focused approach with a commitment to excellence.
Compensation and Benefits:
- Competitive salary with performance-based bonuses
- Health insurance (we pay 100%)
- Retirement plan with matching employer contribution
- Professional development opportunities
Interested?
Send your cover letter and resume to Talent@howardgay.com. All inquiries and expressions of interest will be held in strict confidence.
Equal Opportunity Employer Statement:
Howard & Gay Insurance, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.
Who is Howard & Gay Insurance:
Howard & Gay Insurance provides property and casualty insurance brokerage services and risk management advice to successful individuals and families throughout the United States with offices in Westport, New Canaan and Greenwich, CT. At Howard & Gay, we take pride in offering expert advice and an unmatched level of service.
Howard & Gay offers the opportunity to be part of a fast-growing, family-owned company. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth. (We look at every application, not churning it though an AI program and look forward to hearing from you.)
Senior Private Client Advisor
Full Time
Position Title: Private Client Advisor
Location: This is an On site/in office and work from home hybrid position
Job Type: Full-Time
Position Summary:
The Private Client Advisor plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families (our clients). This position involves managing client relationships, conducting risk assessments, and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.
Key Responsibilities:
- Client Relationship Management:
- Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions promptly.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
- Conduct annual policy reviews to align coverage with evolving client needs.
- Policy and Coverage Management:
- Assist clients with securing appropriate coverage for homes, vehicles, collections, and other assets.
- Handle new business quotes, renewals, and endorsements efficiently.
- Liaise with insurance carriers to provide the best options for clients.
- Risk Assessment and Mitigation:
- Conduct detailed risk assessments to identify coverage gaps and recommend appropriate solutions.
- Educate clients on potential risks and strategies to minimize exposure.
- Compliance and Documentation:
- Ensure compliance with industry regulations and agency standards.
- Maintain accurate records of client interactions and transactions.
- Collaboration and Team Support:
- Collaborate with internal teams to ensure a seamless client experience.
- Contribute to the development of marketing strategies to attract high-net-worth clients.
Qualifications and Skills:
- Education: Bachelor’s degree in business, finance, or a related field preferred but not required.
- Experience:
- 5+ years of experience – personal insurance, wealth management, or a related field.
- Experience working with high-net-worth clients is a strong advantage.
- Skills:
- Excellent verbal and written communication skills.
- Strong interpersonal skills with client-service mindset.
- Strong analytical and problem-solving abilities.
- Proficient in insurance management software, Gmail, Excel and other MS Office Products.
- Detail-oriented with a focus on delivering exceptional client service.
- Able to work in a team environment. Easily gains the trust and support of peers.
- Licenses/Certifications:
- Property and Casualty insurance license preferred.
Key Attributes:
- Professional demeanor and discretion in handling sensitive client information.
- Ability to manage multiple priorities in a fast-paced environment.
- A proactive, client-focused approach with a commitment to excellence.
Compensation and Benefits:
- Competitive salary with performance-based bonuses.
- Health insurance.
- Retirement plan with employer contributions.
- Professional development opportunities.
Interested?
Send your cover letter and resume to Talent@howardgay.com. All inquiries and expressions of interest will be held in strict confidence.
Equal Opportunity Employer Statement:
Howard & Gay Insurance, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.
Who is Howard & Gay Insurance:
Howard & Gay Insurance provides property and casualty insurance brokerage services and risk management advice to successful individuals and families throughout the United States with offices in Westport, New Canaan and Greenwich, CT. At Howard & Gay, we take pride in offering expert advice and an unmatched level of service.
Howard & Gay offers the opportunity to be part of a fast-growing, family-owned company. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth. (We look at every application, not churning it though an AI program and look forward to hearing from you.)
Private Client Advisor
Full Time
Entry Level
Position Title: Private Client Advisor
Location: This is an on-site/in office and work from home hybrid position
Job Type: Full-Time
Position Summary:
The Private Client Advisor plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families (our clients). This position involves managing client relationships, conducting risk assessments, and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.
Key Responsibilities:
- Client Relationship Management:
- Serve as the primary point of contact for high-net-worth clients, addressing inquiries and providing solutions promptly.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
- Conduct annual policy reviews to align coverage with evolving client needs.
- Policy and Coverage Management:
- Assist clients with securing appropriate coverage for homes, vehicles, collections, and other assets.
- Handle new business quotes, renewals, and endorsements efficiently.
- Liaise with insurance carriers to provide the best options for clients.
- Risk Assessment and Mitigation:
- Conduct detailed risk assessments to identify coverage gaps and recommend appropriate solutions.
- Educate clients on potential risks and strategies to minimize exposure.
- Compliance and Documentation:
- Ensure compliance with industry regulations and agency standards.
- Maintain accurate records of client interactions and transactions.
- Collaboration and Team Support:
- Collaborate with internal teams to ensure a seamless client experience.
- Contribute to the development of marketing strategies to attract high-net-worth clients.
Qualifications and Skills:
- Education: Bachelor’s degree in business, finance, or a related field preferred but not required.
- Experience:
- 2+ years of experience in a business environment – personal insurance, wealth management, or a related field preferred not required.
- Experience working with high-net-worth clients is a strong advantage.
- Skills:
- Excellent verbal and written communication skills.
- Strong interpersonal skills with client-service mindset.
- Strong analytical and problem-solving abilities.
- Proficient in insurance management software, Gmail, Excel and other MS Office Products.
- Detail-oriented with a focus on delivering exceptional client service.
- Able to work in a team environment. Easily gains the trust and support of peers.
- Licenses/Certifications:
- Property and Casualty insurance license preferred.
Key Attributes:
- Professional demeanor and discretion in handling sensitive client information.
- Ability to manage multiple priorities in a fast-paced environment.
- A proactive, client-focused approach with a commitment to excellence.
Compensation and Benefits:
- Competitive salary with performance-based bonuses.
- Health insurance.
- Retirement plan with employer contributions.
- Professional development opportunities.
Interested?
Send your cover letter and resume to Talent@howardgay.com. All inquiries and expressions of interest will be held in strict confidence.
Equal Opportunity Employer Statement:
Howard & Gay Insurance, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.
Who is Howard & Gay Insurance:
Howard & Gay Insurance provides property and casualty insurance brokerage services and risk management advice to successful individuals and families throughout the United States with offices in Westport, New Canaan and Greenwich, CT. At Howard & Gay, we take pride in offering expert advice and an unmatched level of service.
Howard & Gay offers the opportunity to be part of a fast-growing, family-owned company. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth. (We look at every application, not churning it though an AI program and look forward to hearing from you.)
