Private Client Advisor

Associated Agencies Inc • Lombard, IL

1d

About The Position

Associated is seeking a highly motivated, energetic, independent, and organized professional to support its growing practice and help clients achieve effective insurance solutions. The role focuses on managing a large book of established high-net-worth personal lines clients, reviewing coverage, advising clients, and coordinating policy changes and remarketing. The position also involves working with producers, agency personnel, and carrier underwriters to address client needs and ensure compliance with carrier requirements.

Requirements

• Current P&C Producer License.
• At least 5 years of high-net-worth personal lines insurance experience.
• Knowledge of high-net-worth carrier websites.
• Working knowledge of Microsoft Office, including Outlook, Excel, and PowerPoint.
• Strong written and verbal communication skills, including the ability to communicate with clients and agency personnel, listen, clarify, and respond effectively to questions.
• Ability to work independently and multitask, with a team-oriented mindset, exceptional organizational skills, and the capacity to handle a high-volume workload.
• Familiarity with high-net-worth carrier appetites and systems, including Chubb, PURE, Cincinnati, Berkley One, and PCS.

Nice To Haves

• Experience with an agency management system such as EPIC.

Responsibilities

• Proactively review assigned clients’ policies at renewal, identify coverage gaps, and recommend solutions to help ensure clients are fully protected.
• Clearly explain coverage and policy details to clients and discuss all available coverages.
• Identify opportunities to add necessary lines of business for comprehensive client protection.
• Build and maintain trusted relationships with a large book of established clients and handle coverage inquiries and advice.
• Document policy changes, endorsements, and rewrites in the Epic agency management system for processing.
• Oversee account remarketing when rates or risks change or when requested by a producer.
• Maintain professional relationships with personal lines carrier underwriters to facilitate problem-solving and approvals.
• Review home inspections and appraisals with clients, and track and communicate carrier requirements to support compliance.

Benefits

• Bonus eligibility.
• The description promotes growth and work-life balance and refers candidates to a benefits page, but does not specify additional benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed