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Private Client Advisor

Associated Agencies
LombardRemoteSenior5+ yrs
Apply on Associated Agencies’s site

Straight from the company’s own careers site.

The job in short

Advising private clients on finances.

ExcelInsuranceCompliance

Details

Found
8 d ago · posted 2026-10-27
Location
Lombard, IL, US

Full 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

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