Private Client Account Manager, High-Net-Worth Insurance

Associated Agencies Inc; Lombard (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

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Bonus eligibility

Job summary

Associated Agencies Inc is seeking a Private Client Personal Lines Account Manager in Lombard, IL. The role focuses on managing a growing high-net-worth book, renewing policies, and advising clients on coverage to ensure full protection.

The ideal candidate has a P&C producer license, 5+ years in high-net-worth personal lines, and knowledge of carrier appetites and systems. Proficiency in Microsoft Office and strong communication skills are essential.

Qualifications

• 5+ years of High Net worth personal lines insurance experience.
• P&C Producer License required.
• Familiar with high-net-worth carrier appetites and systems such as Chubb, Pure, Cincinnati, Berkley One and PCS.

Responsibilities

• Review policies at renewal and identify gaps in coverage; make recommendations.
• Explain coverage and policy details clearly; discuss all available coverages.
• Identify opportunities to add necessary lines of business for full protection.
• Build and maintain trust with a large book of established clients.
• Document policy changes, endorsements, and rewrites in Epic CRM.
• Oversee remarketing of accounts when rates or risks change.

Skills

High Net Worth Personal Lines

P&C Producer License

Carrier websites knowledge

Tools

EPIC

Microsoft Office

Outlook

Excel

PowerPoint

Job description

Associated Agencies Inc is seeking a Private Client Personal Lines Account Manager in Lombard, IL. The role focuses on managing a growing high-net-worth book, renewing policies, and advising clients on coverage to ensure full protection.

The ideal candidate has a P&C producer license, 5+ years in high-net-worth personal lines, and knowledge of carrier appetites and systems. Proficiency in Microsoft Office and strong communication skills are essential.