Private Client Advisor
- LocationLombard, IL, US
- Work typeRemote
- Posted26 October 2026
- SourceAssociated Agencies's careers page (Paylocity)
Live checkFirst seen 6 days ago; still listed on Associated Agencies's careers page 1 h ago.
At a glance
- Experience5+ years
- Skills and toolsEpic, Microsoft Office, Excel, PowerPoint
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About the role
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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