Personal Line Account Manager

Position Overview We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote! This broker offers exceptional remote flexibility and works with amazing clients in the family office space on very high premiums. Key Responsibilities • Retain a book of business focused on high net worth and entertainment clients. (higher premiums in the 100k-$500k+ 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 quotations for additional coverages, and document proposals along with client’s acceptance/declination in AMS • Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options Required Qualifications • Minimum of 2 years’ experience in Private Client insurance, and possession of a 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 Apply Job! Apply to this Job