The Private Client Support Specialist supports Private Client Advisors by managing high-net-worth client accounts, preparing proposals, and coordinating with carriers for approvals and issue resolution.
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
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