The Demarco Group · 2 days ago
Commercial Insurance Broker
San Francisco, CA
Full-time
Hybrid
Senior Level
$150K/yr - $230K/yrThe Demarco Group is a top 5 national privately held retail broker specializing in a national technology practice. They are seeking a Senior Account Executive who will serve as a primary business contact for clients, focusing on marketing and servicing complex accounts while ensuring high levels of customer service and maintaining strong relationships with internal and external stakeholders.
Human ResourcesInsuranceProfessional ServicesRecruiting
Responsibilities
Understand and perform marketing and account services to provide the broadest and most competitive quality product for clients
Informed of the client's overall business, operations, and risk management needs; anticipate when and how to respond
Advanced knowledge of insurance industry developments and all products available in the insurance marketplace
Develop and maintain dependable working relationships with carriers and other providers
Manage marketing strategies and selection for complex new and renewal business and maintain communication with the account team during the entire marketing process to protect current business and secure new business
Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client
Coordinate the renewal of current client business:
Provide a renewal notice to Producer and set up renewal meeting 120 days prior
Arrange and perform renewal presentation to the client
Bind coverage with underwriters before expiration
Make instructions for renewal to the company
Process renewal account with the assistance of the Account Administrator and Account Manager
Undertake responsibility for new business as directed
Respond to and fulfill the requirements generated by the Renewal Assistance Program (RAP) report; update the RAP Report when a task is completed
Oversee, direct, plan, and schedule the work of others, as required. May train and give technical supervision to assigned associates. Has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and others
Process policy endorsements with the assistance of the Account Administrator and Account Manager
Arrange for loss run schedules for clients, when appropriate
Qualification
Required
Possess and apply knowledge of industry trends and related regulations
Understand and perform marketing and account services
Informed of the client's overall business, operations, and risk management needs
Advanced knowledge of insurance industry developments and all products available in the insurance marketplace
Develop and maintain dependable working relationships with carriers and other providers
Manage marketing strategies and selection for complex new and renewal business
Maintain communication with the account team during the entire marketing process
Build and maintain effective relationships with clients
Coordinate the renewal of current client business
Provide a renewal notice to Producer and set up renewal meeting 120 days prior
Arrange and perform renewal presentation to the client
Bind coverage with underwriters before expiration
Make instructions for renewal to the company
Process renewal account with the assistance of the Account Administrator and Account Manager
Undertake responsibility for new business as directed
Respond to and fulfill the requirements generated by the Renewal Assistance Program (RAP) report
Oversee, direct, plan, and schedule the work of others
Train and give technical supervision to assigned associates
Has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and others
Process policy endorsements with the assistance of the Account Administrator and Account Manager
Arrange for loss run schedules for clients, when appropriate
Company
The Demarco Group
The Demarco Group specializes in insurance recruitment, connecting professionals with industry opportunities.
Founded in 2004
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Charles Demarco
Founder, Owner and President
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