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Private Client Analyst (Remote, Part-Time)
Overview
About the Role
We are seeking a detail-oriented Private Client Analyst to support a high-performing advisory team that serves affluent individuals, families, and business owners with sophisticated risk management needs. This role focuses on building and optimizing workflows for service requests, ensuring timely, accurate, and high-touch support for private clients.
If you have an insurance background—particularly in Property & Casualty—and you value excellence, integrity, and thoughtful service, this is an opportunity to grow within a remote-first environment where your work truly matters. While the role begins as purely administrative, there is significant potential for expanded responsibilities as you learn, contribute, and grow.
What You’ll Do
Build, streamline, and manage workflows for incoming client service requests.
Support advisors by organizing client information, documentation, and action items with precision and discretion.
Monitor service tasks for completion, ensuring follow-through and accountability.
Collaborate with the advisory team to improve processes and enhance the client experience.
Apply strong judgment, confidentiality, and attention to detail when handling sensitive client information.
Use modern insurance technology tools to support risk assessment and client needs.
What We’re Looking For
Insurance experience required—Property & Casualty knowledge highly preferred.
Experience working with Applied Epic or similar insurance agency management software.
Strong administrative, documentation, and workflow management skills.
A commitment to accuracy, organization, and proactive problem-solving.
Ability to work independently in a remote environment.
Alignment with core values: execution, earnest listening, integrity, and genuine care.
Why This Role Matters
Our clients rely on us to anticipate needs, mitigate risk, and handle each detail with precision. As a Private Client Analyst, your work directly contributes to the security and success of individuals and families with complex risk profiles. You will play a key role in ensuring their experience is seamless, strategic, and anchored in excellence.
Location: Remote
Schedule: Part-Time (3–5 hours per day to start)
Compensation: Commensurate with experience
Equipment Provided
How to Apply
Please submit your résumé highlighting your insurance experience, workflow/administrative strengths, and familiarity with Applied Epic or other insurance management systems.
Describe your experience with insurance agency management systems (e.g., Applied Epic). What specific tasks did you manage within the system?
This role requires building and managing workflows for client service requests. Can you share an example of a process or workflow you created or improved in a previous role? What was the result?
This position requires a consistent daily availability (3–5 hours/day). Are you able to commit to this schedule and long-term engagement?