Job Description
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 Now
Apply Now