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The Demarco Group

Personal Line Account Manager

The Demarco Group, Boston, Massachusetts, United States


We are seeking a seasoned remote Personal Lines HNW Account Manager that can work remotely for a top 10 privately held national brokerage. Your Impact: Retain a book of business focused on Ultra High Net Worth Clients and family office. 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