Senior Account Manager: Property

1 month ago


San Diego, United States CMR Risk & Insurance Services Full time

SUMMARY

The Property & Casualty Senior Account Manager position handles the daily servicing of insurance clients of CMR Risk & Insurance Services, Inc., with little to no broker involvement while overseeing a commissionable book of business of approximately $750,000.


DUTIES & RESPONIBILITIES

This list is not all-comprehensive of duties and responsibilities

  • Prepare submissions to marketplace
  • Review and negotiate coverages and premiums with insurance companies
  • Prepare proposals and recommendations of insurance coverage to clients
  • Review contracts for insurance requirements and providing recommendations/modifications to requirements
  • Conduct claim reviews with clients (provide status, reason for status, action plan on claims)
  • Meet with clients to present Insurance Renewal
  • Train and oversee assigned support staff
  • Process Policy Changes (change request, endorsement follow up and review)
  • Take self-study classes on personal time to expand insurance knowledge


EDUCATION & EXPERIENCE

  • College-level education or equivalent experience
  • 5-10 Years of P&C insurance experience
  • Current Insurance License required



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