Senior Private Client Advisor

Overview

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 Senior Account Manager:

• Proactively review policies for assigned clients ntify 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 a 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.

• 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.

• for benefits
• Bonus eligibility