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The Demarco Group

Personal Line Account Manager

The Demarco Group, Boston

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1 week ago Be among the first 25 applicants

This range is provided by The Demarco Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $110,000.00/yr

Additional compensation types

Annual Bonus and Commission

We are seeking a seasoned hybrid remote Personal Lines High Net Worth and Family Office Account Manager that can work hybrid (2 days per week in office) remotely for a top 10 privately held national brokerage. The role can be housed out of Boston, MA, Westbrook, CT, Guliford, CT or Darien, 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 50k-$500k + 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 clients 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
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Business Development, Consulting, and Customer Service
  • Industries
    Insurance, Insurance Agencies and Brokerages, and Insurance Carriers

Referrals increase your chances of interviewing at The Demarco Group by 2x

Inferred from the description for this job

Medical insurance

Pension plan

Paid paternity leave

Tuition assistance

Disability insurance

Paid maternity leave

401(k)

Vision insurance

Student loan assistance

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