Commercial Insurance Account Manager, Operations Leader

1 week ago


Stockton, United States Capstone Search Group Full time

About the Role

The Commercial Insurance Account Manager, Operations Leader for a national insurance broker’s Stockton, CA office is a dual role where you personally manage an established book of business (middle market commercial lines) while also overseeing the performance of all property and casualty service operations to include personal lines and claims. You’ll work closely with other business unit leaders, Human Resources, and agency administrators to ensure consistent best practices and cohesiveness with company operating procedures.


Duties & Responsibilities

  • Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing, and endorsements
  • Coordinate renewal activities like information gathering, rate, pricing negotiations, proposal writing, and communications
  • Manage and support service teams as a subject matter expert on P&C insurance coverage, escalated client service issues, balancing workloads, systems training, and overall employee development/performance management


Skills & Experience

  • At least three (3) years of commercial property and casualty insurance experience in an account management capacity; broad proficiency with coverages such as general liability, property, auto, and workers compensation
  • Experience handling tactical, client interfacing work to support a book of business (renewal meetings, coverage reviews, marketing, and claims assistance) with service administration (billing, certificates, binders, and so on)
  • Active state insurance license


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