We are seeking a seasoned remote Personal Lines Ultra High Net Worth and Family Office Account Manager that can work hybrid (1 day per week in office) remotely for a top 10 privately held national brokerage. The role can be housed out of Boston OR Westbrook, 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 500k-$1 M 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 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