Commercial Lines Operations Account Manager

2 months ago


Calabasas, United States Poms & Associates Full time

We are looking for a Commercial Lines Operations Account Manager


At Poms & Associates, our collective knowledge and experience serving the needs of public, private, and institutional entities makes us more than mere advisors. We become trusted partners in understanding our client’s specific and unique needs and risks. We keep a critical eye on staffing to ensure that our clients’ expectations are exceeded at every level.


We are looking for an enthusiastic and motivated Account Manager to join our Operations Team in our Calabasas office. This role involves providing support across all Commercial Lines books of business, rather than managing a single book of business. This Account Manager will assist the Service Team during busy periods or when team members are on leave. Additionally, this role will involve collaborating with the operations team to enhance the efficiency of the business.


DUTIES & RESPONSIBILITIES


Account Management

  • Provide support to the Service Team during peak periods, including tasks such as renewal solicitations, submissions, marketing, online rating, proposal preparation, and policy administration.
  • Provide full service coverage when team members are out of the office.
  • Provide organization behind the scenes on more complex renewals
  • Prepare complex account documents such as insurance summaries, coverage comparisons
  • Utilize our agency management system in alignment with company workflows, procedures, and best practices.


Operations

  • Collaborate with the Operations team to audit employee work products and ensure compliance with our standards and procedures.
  • Partner with the Invoicing Team to standardize and prepare Client Premium Allocations.
  • Work with the Support Team to review Policy Checking discrepancies and identify root causes.
  • Serve as a super user of AMS functionality and participate in testing new features.


DESIRED QUALIFICATIONS


  • Minimum of 7 years of property/casualty multi-line commercial experience required
  • Experience in all aspects of servicing commercial accounts (proposals, marketing, coverage review, billing, endorsements, certificates, etc.)
  • Ability to respond to incoming requests promptly and appropriate level of urgency
  • Highly attuned interpersonal skills
  • Excellent, effective, and diplomatic communication skills
  • Strong ability to work both independently and within a team
  • Ability to be flexible and help with any business need that arises
  • Professional demeanor
  • AMS360 experience is preferred
  • A college degree is a plus, but a high school diploma or GED required
  • Valid Property and Casualty license


COMPENSATION & BENEFITS


  • Competitive compensation
  • Group Benefits Plan (Health, Dental & Vision)
  • Paid Vacation, Holidays, and Sick Days
  • 401(k) Matching Program
  • Education Tuition Reimbursement



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