Private Client Advisor
LOMBARD, ILPosted 30+ days ago
Job summary
Job post source
This job is directly from Associated Insurance and Risk Management Advisors
Job overview
The Private Client Advisor role involves managing high net worth personal lines insurance accounts, contributing to client success through policy review and solutions within a growing firm.
Responsibilities and impact
The advisor will review policies at renewal, identify cross-selling opportunities, process policy changes, remarket accounts, interpret policies, use carrier websites for quoting and payments, provide high-level customer service, maintain documentation in the agency system, and manage relationships with underwriters.
Compensation and benefits
The position offers a salary range of $70,000 to $85,000 with bonus eligibility and additional benefits as outlined by the company.
Experience and skills
Candidates must have a P&C Producer License, 5+ years of high net worth personal lines insurance experience, proficiency with carrier websites, Microsoft Office skills, good communication abilities, and preferably experience with the EPIC agency management system.
Work environment and culture
The company emphasizes growth, work-life balance, and a supportive team environment committed to employee and client success.
Company information
Associated Insurance and Risk Management Advisors is a growing practice firm focused on insurance solutions for high net worth clients, committed to supporting employees and clients.
Unique job features
The role offers the opportunity to become a leading contributor within a growing firm with access to company support and resources.
Company overview
Associated Insurance and Risk Management Advisors (AIRMA) specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. They generate revenue through the sale of insurance policies, risk assessment consultations, and tailored risk management plans. Founded in the early 2000s, AIRMA has built a reputation for personalized service and expertise in navigating complex insurance landscapes. Their client-centric approach and strategic partnerships with leading insurance carriers have positioned them as a trusted advisor in the industry.
How to land this job
Position your resume to emphasize your 5+ years of experience in high net worth personal lines insurance, highlighting familiarity with carrier systems like CHUBB and your current P&C License to match the job requirements at Associated Insurance and Risk Management Advisors.
Highlight your organizational skills, multitasking ability, and experience managing high-volume workloads, along with proficiency in using agency management systems such as EPIC and carrier websites for quoting and policy processing.
Apply through multiple platforms including the Associated Insurance and Risk Management Advisors corporate website, LinkedIn job postings, and other job boards to maximize your application visibility.
Connect with professionals in the personal lines or client advisory division at Associated Insurance and Risk Management Advisors on LinkedIn; use ice breakers like commenting on recent company news or asking about their experience with high-net-worth client management to start conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'high net worth personal lines insurance,' 'P&C License,' 'carrier websites,' 'EPIC,' and 'policy renewals' to ensure your resume passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify the best channels for submission, and find relevant LinkedIn connections, allowing you to focus your energy on preparing for interviews and networking.
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