Private Client Personal Lines Account Manager

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 companys support and resources, you have the capability of becoming a leading contributor to our clients success and solutions.
Our ideal candidate: is an independent and multitasking individual with 5+ years of Personal Lines high net worth insurance experience (preferred), is familiar with high-net-worth insurance carrier systems such as CHUBB, appetites, and has a current P&C License. Possess a team-oriented mindset with exceptional organizational skills and is capable of handling a high-volume workload.
A career with Associated means an opportunity with an employer that offers:
1. Stability 130-year-old privately held insurance brokerage and risk advisory firm.
2. Culture We are committed to creating a family-oriented environment.
3. Investing in talent Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
4. A winning team Delivered over 10% growth of both revenue and headcount every year for the past five years.
5. Flexibility Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
6. Access to senior leadership Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
7. Benefits We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.
The Role- What youll do as a Private Client Personal Lines Account Manager:

• Complete review of all policies for assigned clients at renewal, including recommendations
• Identify cross-selling opportunities during reviews
• Complete and document all policy changes in assigned book of business
• Remarket accounts when appropriate
• Read and interpret insurance policies to answer coverage questions
• Work in carrier websites for quoting, processing endorsements, and making client payments
• Prepare applications and issue policies on certain carrier websites
• High-level customer service and complete entry in Agency Management system (EPIC) following agency workflows such as:
  
  • Complete entry of policy changes requests
  • Document communication (verbally or electronically) with clients, producers, or carriers via activity
  • Add new policy lines for rewrites
  • Cancellations
  • Send evidence of insurance for new clients, including auto ID cards, certificates, and proof of property
  • Send home inspections to clients and review with client as necessary keep track of all carrier requirements through completion and communicate to carriers
  • Prepare proposals for prospective clients read policy forms for accurate coverage comparisons
  • Handle broker of record process include the broker of record summary
  • Maintains relationship with Personal Lines carrier underwriters

Requirements and Qualifications:

• P&C Producer License
• 5+ years of Personal Lines insurance - high net worth insurance experience preferred
• Able to use carrier websites to quote and process policy changes
• Working knowledge of Microsoft Office - Outlook, Excel, and PowerPoint
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
• Experience with agency management system such as EPIC is preferred
  

Flexible work from home options available.