Associated Insurance Agencies, Inc.

Customer Support

• 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

Private Client Support Specialist

Account Manager

• Works closely with Producers and other Associated personnel on client procedures
• Makes major decisions in assisting producer(s) by marketing new business and handling renewal submissions
• Acquires understanding of clients’ insurance objectives and analyzes insurance plans
• Proactively reviews and services client accounts for renewals; prepares applications and necessary documentation
• Acts as a liaison between clients and insurance carriers to resolve service issues

Commercial Lines Account Manager – P&C

• Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance
• Fulfilling MVR requests and ordering E-Mods
• Preparing renewal applications
• Preparing applications
• Emailing signed forms to carrier/underwriter
• Monitoring receipt of policies
• Preparing policies for delivery
• Obtaining loss experience on all lines of coverage on all accounts
• Initiating and following-up on policy changes with various carriers and check when complete
• Reviewing and assisting with resolving audit disputes
• Setting up new clients in client management system
• Monitoring receipt of renewal policies
• Preparing client presentations
• Sending all documentation to scan, and maintaining files in client management system
• Invoicing, including: Updating billing screens, Obtaining finance agreement quotes, Setting up new applications and updating applications in client management system
• Supports AM & AE – Provides updates once policy is bound
• Obtaining online quotes for Flood Policies

Private Client Support Specialist

Commercial Lines Account Manager – P&C

Commercial Lines Customer Service Representative