Private Client Group Insurance Specialist

3 days ago

Andover, Massachusetts, United States AssuredPartners Full time
Job Title: Private Client Group, Personal Lines Account Executive

About the Role:

The Private Client Group, Personal Lines Account Executive at AssuredPartners works closely with other members of the Private Client Group to deliver an exceptional customer service experience to our affluent client base.

This role is responsible for coordinating the renewal process, organizing client review meetings, and negotiating renewals with our carrier partners.

The primary location for this role is at our headquarters in Andover, MA. After a successful onboarding period, this role is eligible for a three-two hybrid office-home schedule.

Key Responsibilities:
  • Perform customer service tasks, including processing policy changes, answering billing inquiries, and general coverage questions.
  • Coordinate the renewal process with other PCG team members, including submission compilation, delivering schedules of insurance, scheduling renewal meetings, and marketing negotiation with carriers.
  • Work with and support PCG Producers during the new business process.
  • Work with management to continually improve our customer service offering through unique value-added services.
  • Provide proactive risk management advice to current clients.
  • Identify and close potential cross-sell opportunities.
What We Offer:

This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

We offer a competitive base salary, a generous 30+ days comprehensive paid time off package, health benefit options, a company match 401(k) plan, support for your fitness and wellness goals, and access to our Employee-led Resource Groups (ERGs).

Requirements:
  • Technical knowledge of personal lines insurance products.
  • Aptitude to understand and analyze personal lines of coverages, forms, and policies.
  • Intermediate user of MS Office products, particularly Outlook, Word, Excel.
  • Exposure to and/or understanding of the unique needs of private/HNW clientele.
  • 3+ years of experience handling middle market or HNW insureds.
  • Experience with HNW insurance carriers preferred.
  • Hands-on knowledge with Applied Epic, preferred.
  • Licensed P&C Producer preferred.
  • Excellent communication skills - both oral and written.
  • Ability to use technology to manage workflows and client communications.
  • Outstanding customer service skills.
  • Sincere interest in solving problems and developing lasting solutions.
  • Flexible when priorities and deadlines shift, and can juggle multiple assignments.
  • Adapts to change and manages stressful situations professionally.
  • Likes to work in and contribute to a culture of teamwork and cooperation.
  • Demonstrates initiative and ability to work independently.
About AssuredPartners:

AssuredPartners is passionate about fueling our clients' innovation and growth.

We are the fastest-growing independent insurance broker in America, but we are even prouder of the honest, caring relationships that our employees build with our clients every day.

We are committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members.

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