What are the responsibilities and job description for the Senior Private Client Advisor position at Associated Insurance and Risk Management Advisors?
Senior Private Client Advisor
Hybrid Remote • Lombard, I
L
Descripti
o
n 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 carrier
s!
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 solutio
ns.
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 workl
oad.
The Role - What you’ll do as a Private Client Personal Lines Senior Account Man
- ager:
Proactively review policies for assigned clients at renewal. Identify any gaps in coverage and make specific recommendations to ensure the client is fully prot - ected.Explain coverage and policy details to clients clearly. Ensure all available coverages are offered and disc
- ussed.Proactively identify opportunities to necessary lines of business to ensure comprehensive prote
- ction.Build and maintain trust with large book of established clients, handling coverage inquiries and a
- dvice.Document necessary policy changes, endorsements, and rewrites in Epic agency management system for proce
- ssing.Oversee the remarketing of accounts when rates or risks change or requested by pro
- ducer.Maintain professional relationships with underwriters at key personal lines carriers to facilitate problem-solving and appr
- ovals.Review home inspections and appraisals with clients; track and communicate carrier requirements to ensure compl
iance.
Requi
- rements
P&C Producer - License.5 years of High Net worth personal lines insurance exp
- erience.Knowledge of high net worth carrier w
- ebsites.Working knowledge of Microsoft Office - Outlook, Excel, and Pow
- erPoint.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 qu
- estions.Experience with agency management system such as EPIC is pr
eferred.
Associated
- Benefits
Click HERE fo - r benefitsBonus e