Private Client Support Specialist

Private Client Support Specialist Associated Agencies Inc Lombard, IL Job Details Full-time 1 hour ago Qualifications Managing customer accounts Sales proposal development Appraisal review Mid-level Property & Casualty License Analysis skills Proposal writing Client services Property casualty insurance Account management Communication skills Cross-functional communication

Full Job 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 clients' success and solutions. About the Role The Private Client Support Specialist plays a key role in supporting our Private Client Advisors by delivering high-quality service. This position partners closely with Advisors to manage client needs, provide coverage analysis, and ensure a seamless client experience, while gaining exposure to complex client strategies and solutions. What You'll Do Partner with Private Client Sales and Advisors to support the management of high-net-worth client accounts Prepare applications for new business, prepare and review coverage summaries for renewals; help identify gaps and recommend solutions for Sales/Advisor review Assist in preparing client proposals, coverage comparisons, and recommendations Document policy changes, endorsements, and updates both with carriers and in the EPIC agency management system Assist with remarketing efforts when needed Coordinate with carrier underwriters to support placement, approvals, and issue resolution Review home inspections and appraisals; help track and communicate carrier recommendations and requirements Maintain strong internal communication with Advisors and service team members to ensure a high level of client service

Requirements:

2+ years of high-net-worth personal lines insurance experience Active Property & Casualty License Strong familiarity with high-net-worth carriers such as Chubb, PURE, Cincinnati, and Berkley One Experience working within agency management systems such as EPIC preferred Highly organized with the ability to manage multiple priorities in a high-volume environment Strong communication skills with the ability to explain complex coverage concepts clearly Team-oriented mindset with a proactive and solutions-driven approach

Associated Benefits:

Click HERE for benefits Hybrid work schedule #Li-hybrid