Personal Line Account Manager (Beverly Hills)
The Demarco Group, Beverly Hills, California, United States, 90211
We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote.
The role requires EPIC, entertainment clients and business manager firm experience.
Your Impact: Retain a book of business focused on entertainment clients and business manager firms. 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
The role requires EPIC, entertainment clients and business manager firm experience.
Your Impact: Retain a book of business focused on entertainment clients and business manager firms. 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