Senior Private Client Advisor jobs in United States
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Associated Insurance and Risk Management Advisors ยท 15 hours ago

Senior Private Client Advisor

positionLombard,IL,US
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Associated Insurance and Risk Management Advisors is a growing practice firm committed to employee and client success. They are seeking a highly motivated individual to manage personal lines for high net worth clients, ensuring comprehensive coverage and maintaining strong client relationships.

Financial ServicesInsurance

Responsibilities

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

Qualification

P&C Producer LicenseHigh Net Worth InsuranceMicrosoft OfficeEPIC Agency Management SystemCommunication Skills

Required

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

Preferred

Experience with agency management system such as EPIC

Benefits

Bonus eligibility

Company

Associated Insurance and Risk Management Advisors

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Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present.
dateFounded in 1890
location
Rolling Meadows, Illinois, USA
people-size51-200 employees
web-link
https://assocagencies.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Nikki (.
Executive Assistant to the CEO
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