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Commercial Lines Account Manager
3 months ago
Sr. Commercial Lines Account Manager
Benefits
Annual Base Salary Based on Experience
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Tuition Reimbursement
Dental Insurance
Vision Insurance
Life Insurance
Health Insurance
Paid Time Off (PTO)
Performance Bonuses
Constant Internal; and External Education & Development
Responsibilities
Account managers are the foundation of the agency, assisting with both transactional and relational aspects of the dynamic between policyholders, insurers, and agency personnel and perform the following, but not limited to;
Proactively support the producer and grow and maintain the client relationship though providing high-level advice an excellence in service., and lead and manage a team of account managers. Must be analytical, detailed, scheduled, focused, reliable, think ahead and connect the dots. Excellent problem solver, strong coverage and market knowledge, great communicator, both oral and written.
High Performance Team Meetings
Binders
Policies, endorsements
Certificates of Insurance
Surplus Lines Compliance
Contribute to Client Retention through excellent service and follow through.
Build and maintain market relationships through marketing activities pre- and post-renewal.
Prepare written correspondence, reports and analysis as needed and document all correspondence in AMS360
Work with and assist accounting department on clients' aged receivables and account reconciliation
Deliver in-person presentations to clients in a professional and polished manner analyzing their insurance program and risk management needs.
Requirement
Licensing: Active California Property & Casualty License required.Experience: Minimum of 3 years of experience in commercial lines insurance account management or a related field.Knowledge: Strong understanding of commercial insurance products, coverages, and endorsements.Communication Skills: Excellent verbal and written communication skills, with the ability to effectively interact with clients and colleagues.Analytical Skills: Strong analytical and problem-solving abilities, with the capacity to assess complex insurance needs.Detail-Oriented: Keen attention to detail and accuracy in policy documentation and client communication.Team Player: Ability to work collaboratively in a team environment, contributing to a positive and supportive work culture.Innovation: Willingness to adapt to new technologies and processes to enhance efficiency and client service.
