Private Client Advisor

Associated Agencies Ltd; United States; A distancia; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus eligibility

Benefits package

Descripción de la vacante

Associated Agencies Ltd is seeking a Private Client Personal Lines Account Manager in the United States. The role requires a P&C license and 5+ years of high net worth personal lines experience to manage a large book of business with exceptional client service.

You will review renewals, explain coverages, and collaborate with underwriters at major carriers to ensure full protection and compliance. Proficiency with Epic and MS Office is essential to maintain accurate records and communications.

Formación

• 5+ years of High Net Worth personal lines insurance experience.
• P&C Producer License is required.
• Knowledge of high net worth carrier websites and their appetites.

Responsabilidades

• Proactively review policies at renewal and identify gaps in coverage.
• Explain coverage and policy details to clients clearly.
• Identify opportunities to add necessary lines of business for comprehensive protection.
• Build and maintain trust with a large book of clients and handle inquiries and advice.
• Document policy changes and endorsements in Epic.
• Oversee remarketing of accounts when rates or risks change.
• Maintain relationships with underwriters at key personal lines carriers.
• Review home inspections and communicate carrier requirements to ensure compliance.

Conocimientos

P&C personal lines expertise

High net worth experience

Strong communication skills

Multitasking and organizational skills

Client relationship management

Herramientas

Epic system

Microsoft Office (Outlook, Excel, PowerPoint)

Descripción del empleo

Full-time

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