Private Client Insurance Associate
Core
Support Private Client Relationship Managers by assisting with account reviews, quoting, billing inquiries, and client communications for high-net-worth individuals.
Role type
Private Client Insurance Associate
Builds
Insurance policies and client service for private clients
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
P&C Insurance licensing, account review, quoting, billing inquiry handling, client communication, carrier website navigation, documentation, problem ownership, insurance knowledge acquisition
Preferred skills
College degree or equivalent experience, strong oral/written communication, problem-solving, independent work, team collaboration, accuracy, time management, technology proficiency
Technologies
Carrier websites, CRM systems (implied by quoting/account review)
Responsibilities
Assist with account reviews, handle quoting and billing inquiries, field client inquiries via phone/mail/email, document client and carrier communications, comply with internal procedures, share insurance knowledge with the team
Seniority
Entry-level to Junior, hands-on IC