Personal Line Account Manager Job at The Demarco Group, Beverly Hills, CA

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  • The Demarco Group
  • Beverly Hills, CA

Job Description

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

Job Tags

Remote work

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