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Private Client Support Specialist
Associated Insurance Agencies, Inc.Private Client Support Specialist managing high-net-worth client accounts and partnering with Advisors. Providing high-quality service and support with a focus on coverage analysis and client solutions.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Benefits
Comp & perks- Hybrid work schedule
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
high-net-worth personal lines insurancecoverage summariespolicy changesendorsementsclient proposalscoverage comparisonsremarketinghome inspectionsappraisalsissue resolution
Soft Skills
highly organizedmanage multiple prioritiesstrong communication skillsexplain complex coverage conceptsteam-oriented mindsetproactivesolutions-driven
Certifications
Active Property & Casualty License