Commercial Insurance Account Manager

2 weeks ago


Walnut Creek, United States Capstone Search Group Full time
Job DescriptionJob Description

About the Role

The Commercial Insurance Account Manager- Construction for a national insurance broker’s northern California operations team supports client administration, marketing, and retention of middle market accounts. This position is part of the construction group. They require experience with construction/contractors accounts given some of the unique insurance and risk qualities (casualty, Builder’s Risk, bonding, indemnity clauses, etc.). 

Duties & Responsibilities

  • Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing, and endorsements
  • Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team
  • Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing, and communications

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

Job Specs

Location: Hybrid schedule working from their Walnut Creek, CA location.

Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

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