Associated Insurance Agencies, Inc.

Advisor

• Proactively review policies for assigned clients at renewal
• Identify coverage gaps and make specific recommendations to ensure clients are fully protected
• Explain coverage and policy details clearly to clients
• Ensure all available coverages are offered and discussed
• Proactively identify opportunities for necessary lines of business to ensure comprehensive protection
• Build and maintain trust with a large book of established clients
• Handle coverage inquiries and provide advice
• Document policy changes, endorsements, and rewrites in the EPIC agency management system for processing
• Oversee remarketing of accounts when rates or risks change or when requested by the producer
• Maintain professional relationships with underwriters at key personal lines carriers to facilitate problem-solving and approvals
• Review home inspections and appraisals with clients
• Track and communicate carrier requirements to ensure compliance

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Private Client Advisor