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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in private client insurance underwriting and marketing, with a strong ability to analyze complex risks and develop tailored insurance solutions. Proficient in managing carrier relationships and utilizing agency management systems like Applied Epic.
Highest-signal resume keywords
Private Client Insurance UnderwritingComplex Property And Liability Risk MarketingApplied Epic ProficiencyCarrier Relationship ManagementCISR, CIC, CPRIA, Or CPCU Designations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Account ManagementCoverage Terms NegotiationUnderwriting Documentation PreparationRisk AnalysisInsurance Solutions Development
Soft Skills
Exceptional Written CommunicationExceptional Verbal Communication
Tools & Technologies
Applied EpicAgency Management Systems
Certifications & Qualifications
CISRCICCPRIACPCU
Industry Keywords
Private Client CarriersUnderwriting AppetitesHigh-Net-Worth AccountsCarrier SubmissionsMarket Conditions
About the role
Key responsibilities & impact- Market and place new and renewal private client insurance accounts with premier and specialty carriers
- Analyze complex property, liability, and excess liability exposures
- Develop comprehensive insurance solutions and creative placement strategies for difficult-to-insure risks
- Negotiate coverage terms, pricing, and underwriting exceptions with carrier partners
- Prepare and manage carrier submissions, applications, statements of values, and underwriting documentation
- Collaborate with producers and service teams to develop customized insurance programs
- Evaluate coverage differences and carrier appetites to recommend optimal solutions
- Maintain carrier underwriting relationships and stay current on market conditions, carrier capabilities, and emerging risks
- Support proposal development and presentation materials
- Ensure accurate account activity documentation in Applied Epic
Requirements
What you’ll need- 5+ years of experience in personal insurance underwriting, private client marketing, or high-net-worth account management
- Strong knowledge of private client carriers and their underwriting appetites
- Experience marketing complex property and liability risks
- Proficiency using Applied Epic or similar agency management systems
- Exceptional written and verbal communication skills
- Professional designations such as CISR, CIC, CPRIA, or CPCU are preferred
- Ability to work part-time
Benefits
Comp & perks- Family-owned insurance brokerage with a people-first culture
- Careers supported with purpose
- Collaborative team environment
- Meaningful impact through thoughtful insurance solutions