Account Manager, Commercial Lines
Location
California
Posted
41 days ago
Salary
$65K - $75K / year
High School3 yrs expEnglish
Job Description
• Plays a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services
• Reviews applications, renewal requests to determine marketing strategy
• Markets to carriers and negotiates rates and terms
• Prepares quotes and proposals
• Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
• Binds policies
• Assists with audits, as necessary
• Coordinates premium financing, as necessary
• Collaborates/assists the Producer with client meetings, strategy sessions
• May oversee and direct more junior-level team members
Job Requirements
- 3 years of related commercial insurance experience within a brokerage environment
- 3+ years' experience working with Middle Market accounts
- HS diploma or GED
- Holds an insurance license in good standing
- Computer proficient with MSOS, Outlook, agency management systems (Epic preferred)
- Required “soft skills”: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail
Benefits
- PPOs
- HMO
- HSA
- FSA
- vision coverage
- dental coverage
- pet insurance
- paid time off
- generous 401k plan