What are the responsibilities and job description for the Personal Line Account Manager position at The Demarco Group?
We are seeking a seasoned remote Personal Lines Ultra High Net Worth and Family Office Account Manager that can work hybrid (1 day per week in office) remotely for a top 10 privately held national brokerage. The role can be housed out of Boston OR Westbrook, CT
This broker has a lot of remote flexibility and amazing clients in the family office space working on very high premiums.
Your Impact:
- Retain a book of business focused on high net worth, family office, and ultra high net worth. (higher premiums in the 500k-$1 M dollar premium range or higher)
- Build and maintain constructive relationships with customers by meeting and exceeding expectations
- Actively service/retain existing accounts to mitigate client risk and exposure
- Maintain appropriate system records of service, marketing, and policy communications with clients and carriers
- Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals.
- Respond to client inquiries, service requests and claims issues within established timelines
- Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS
- Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
Qualified Candidates Will Posses:
- Minimum of 2 years’ experience in Private Client insurance, Possess Valid State Issued P&C license
- Extensive knowledge of Private Client underwriting, coverage, rate analysis, and experience reporting
- Ability to clearly articulate these products/plans to clients and underwriters
Salary : $80,000 - $125,000
