Private Client Support Specialist

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 company’s support and resources, you have the capability of becoming a leading contributor to our clients’ success and solutions.

About the Role 

The Private Client Support Specialist plays a key role in supporting our Private Client Advisors by delivering high-quality service. This position partners closely with Advisors to manage client needs, provide coverage analysis, and ensure a seamless client experience, while gaining exposure to complex client strategies and solutions.

What You’ll Do

• Partner with Private Client Sales and Advisors to support the management of high-net-worth client accounts
• Prepare applications for new business, prepare and review coverage summaries for renewals; help identify gaps and recommend solutions for Sales/Advisor review
• Assist in preparing client proposals, coverage comparisons, and recommendations
• Document policy changes, endorsements, and updates both with carriers and in the EPIC agency management system
• Assist with remarketing efforts when needed
• Coordinate with carrier underwriters to support placement, approvals, and issue resolution
• Review home inspections and appraisals; help track and communicate carrier recommendations and requirements
• Maintain strong internal communication with Advisors and service team members to ensure a high level of client service

• 2+ years of high-net-worth personal lines insurance experience
• Active Property & Casualty License
• Strong familiarity with high-net-worth carriers such as Chubb, PURE, Cincinnati, and Berkley One
• Experience working within agency management systems such as EPIC preferred
• Highly organized with the ability to manage multiple priorities in a high-volume environment
• Strong communication skills with the ability to explain complex coverage concepts clearly
• Team-oriented mindset with a proactive and solutions-driven approach

Associated Benefits: 

• Click HERE for benefits  
• Hybrid work schedule
• #Li-hybrid