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Commercial Lines Account Manager

2 months ago

Watsonville, United States Alera Group Full time
Job Description

 

McSherry and Hudson, an Alera Group company is currently seeking a talented and personable Commercial Insurance Account Manager to join their P&C team. 

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

The ideal candidate will have a minimum of 5 years' commercial lines insurance experience, must be detail oriented/accurate, and possess good written and oral communication skills. This candidate should be able to work independently and as part of a team, projecting a positive attitude. 

 

Our mission is to provide the best risk management solutions and customer service. We have been protecting the assets of our clients for over 100 years. We are headquartered in Watsonville, CA with offices in Salinas and Campbell.  Come enjoy our great team environment and have fun  You’ll have the opportunity to work with our experienced and varied team to deliver outstanding customer service. 

 


  • Coordinate expirations with producer to obtain renewal and/or new business information.
  • Maintain expiration lists.
  • Assist in marketing new and renewal business by preparing applications, proposals and summaries.
  • Maintain underwriting and marketing information by carrier.
  • Check new and renewal policies for accuracy in rating, typing, coverages, limits, etc. Ensure tha these items are delivered and/or mailed to clients in a timely manner.
  • Receive phone calls/emails or other correspondence from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary.
  • Prepare ID cards, evidence of property, certificates, binders, etc. as needed.
  • Invoice all premium bearing transactions in a timely and accurate manner.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Be familiar with and follow agency E&O guidelines.
  • Follow all agency policies and procedures in the use and documentation of accounts in the Agency management system.
  • Other office duties as assigned or requested by Management.
  • McSherry & Hudson believes in investing in our greatest resource: our employees.
  • We encourage and support staff to take advantage of opportunities for professional development and skill improvement.
  • Keep current on forms and coverage changes through circulars, bulletins, and trade publications.

Knowledge and Skills:

  • 5+ years experience working directly with Commercial Lines Insurance policies. 
  • Active P&C license. 
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

Compensation: Starts at $45/hr

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

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PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:Watsonville, CA-95076