Private Client Advisor

Associated Insurance Agencies, Inc.

. Proactively review policies for assigned clients at renewal .

Posted 10/27/2026full-timeLombard • Illinois • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in high net worth personal lines insurance, including policy review, client communication, and compliance management. Proficient in utilizing agency management systems and maintaining relationships with underwriters to ensure comprehensive client protection.

Highest-signal resume keywords

5+ Years Personal Lines High Net Worth Insurance ExperienceCurrent P&C LicenseP&C Producer LicenseExperience with EPIC Agency Management SystemFamiliarity with High-Net-Worth Insurance Carrier Appetites

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ReviewCoverage Gap IdentificationClient CommunicationDocumentation of Policy ChangesCompliance Tracking

Soft Skills

Good Written Communication SkillsGood Verbal Communication SkillsExceptional Organizational SkillsTeam-Oriented MindsetIndependent and Multitasking Capabilities

Tools & Technologies

EPIC Agency Management SystemMicrosoft Office - OutlookMicrosoft Office - ExcelMicrosoft Office - PowerPoint

Certifications & Qualifications

Current P&C LicenseP&C Producer License

Industry Keywords

High Net Worth InsuranceChubbPureCincinnatiBerkley OnePCS

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of personal lines high net worth insurance experience
Familiarity with high-net-worth insurance carrier appetites and systems such as Chubb, Pure, Cincinnati, Berkley One and PCS
Current P&C License
P&C Producer License
Knowledge of high net worth carrier websites
Working knowledge of Microsoft Office - Outlook, Excel, and PowerPoint
Good written and verbal communication skills
Ability to communicate with clients and agency personnel
Ability to listen, clarify and respond well to questions
Experience with agency management systems such as EPIC is preferred
Team-oriented mindset
Exceptional organizational skills
Ability to handle a high-volume workload
Independent and multitasking capabilities

Benefits

Comp & perks

Growth opportunities
Work-life balance
Associated Benefits (details linked in posting)
Bonus eligibility
Hybrid remote work arrangement