Private Client Advisor

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

Benefits offered by this job

Click HERE for benefits

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

Description

Are you looking for a company that offers growth and a great work-life balance? Come and join our successful Associated team, where we are committed to going above and beyond for our employees, clients, and carriers!

Outstanding career opportunity: for a highly motivated and energetic individual that is looking to work within a growing practice firm. Through the company's support and resources, you have the capability of becoming a leading contributor to our client's success and solutions.

Our ideal candidate: is an independent and multitasking individual with 5+ years of personal lines high net worth insurance experience, is familiar with high-net-worth insurance carrier appetites and systems such as Chubb, Pure, Cincinnati, Berkley One and PCS. Has a current P&C License. Possess a team-oriented mindset with exceptional organizational skills and can handle a high-volume workload.

The Role - What you'll do as a Private Client Personal Lines Account Manager:

• Proactively review policies for assigned clients at renewal. Identify any gaps in coverage and make specific recommendations to ensure the client is fully protected.
• Explain coverage and policy details to clients clearly. Ensure all available coverages are offered and discussed.
• Proactively identify opportunities to necessary lines of business to ensure comprehensive protection.
• Build and maintain trust with large book of established clients, handling coverage inquiries and advice.
• Document necessary policy changes, endorsements, and rewrites in Epic agency management system for processing.
• Oversee the remarketing of accounts when rates or risks change or requested by producer.
• Maintain professional relationships with underwriters at key personal lines carriers to facilitate problem-solving and approvals.
• Review home inspections and appraisals with clients; track and communicate carrier requirements to ensure compliance.

Requirements

• P&C Producer License.
• 5+ years of High Net worth personal lines insurance experience.
• Knowledge of high net worth carrier websites.
• Working knowledge of Microsoft Office - Outlook, Excel, and PowerPoint.
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions.
• Experience with agency management system such as EPIC is preferred.

Associated Benefits

• Click HERE for benefits
• Bonus eligibility