Private Client Support Specialist at Associated Agencies Inc

Lombard, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

0.0

Posted On

02 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

High-net-worth insurance, Personal lines insurance, Property & Casualty License, EPIC agency management system, Coverage analysis, Client relationship management, Policy documentation, Remarketing, Carrier coordination, Proposal preparation, Coverage comparison, Communication skills, Problem solving, Team collaboration, Organization

Industry

Insurance

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

Responsibilities

The Private Client Support Specialist partners with Advisors to manage high-net-worth client accounts and deliver high-quality service. Responsibilities include preparing applications, reviewing coverage summaries, documenting policy changes, and coordinating with carriers to ensure seamless client experiences.