Commercial Insurance Broker

4 weeks ago

Calabasas, United States The Demarco Group Full time

Seeking a P&C Account Executive working with a privately held broker in the world with a dynamic culture and service model. (This role is can be housed remotely as long as you live in California).


This book is non profit and public entity driven and requires experience in one of those verticals.


ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages all client required services and maintains client relationship with minimal input from Producers;

• Manages mid market and larger accounts book of business through direction of employees on service team;

• Acts as direct point of contact for client from time of lead;

• Acts as the lead representative to an assigned book-of-business;

• Participates in team selling process including finalist interviews and RFP responses;

• Prepares and presents to client renewal analysis;

• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;

• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;

• Provides analysis and recommendations concerning client's existing coverages;

• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;

• Receives and responds to client inquiries including benefit and claim questions and issues;

• Reviews client coverage contracts and amendments for accuracy;

• Manages and negotiates third party vendor relationships and contracts on behalf of the client;

• Manages dedicated service team;

• Serves as technical expert, assisting department members to resolve complex issues;

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