Commercial Insurance Account Manager

2 weeks ago


San Francisco, United States Symphony Risk Solutions LLC Full time
Job DescriptionJob Description

Symphony Risk Solutions LLC is seeking a dynamic Commercial Insurance Account Manager with middle market experience to work alongside and cooperatively with Producers and Account Executives to manage Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. This is a HYBRID position requiring 3 days a week in our San Francisco office and providing 2 days at home after successfully completing training. Will consider candidates located near our Chicago or Dallas offices.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Career Growth Opportunities

Retirement Plan


Responsibilities

Responsibilities:

  • Provide proactive, personalized support to assigned Commercial Lines clients.
  • Provide insurance technical expertise to clients and other members of the Account Management team.
  • Responsible for marketing and placement of client Commercial Lines insurance renewals.
  • Preparation of client applications and renewal submission for review by Account Executive.
  • Determine most-appropriate carriers for market pricing with guidance when needed by Account Executive and/or Producer.
  • Analyze and compare carrier quotes and coverage offerings.
  • Make insurance program recommendations to clients.
  • Manage client renewal expirations and avoid any lapse in coverage.
  • Negotiate with carriers on behalf of clients.
  • Process policies, endorsements and audits as needed.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
  • Respond to underwriters questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management systems.
  • Occasional in-person attendance at face-to-face client meetings.

Requirements

Requirements:

  • Experience developing and maintaining effective, collaborative working relationships with clients and internal partners to provide comprehensive insurance solutions.
  • 3-5+ years experience as a Commercial Lines account manager. College degree preferred.
  • Strong understanding of Property & Casualty insurance.
  • Licensed CA P&C agent.
  • Industry designation such as ARM, CIC, CPCU preferred.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of AMS / ImageRight preferred.
  • Able to work in a fast-paced, team environment with minimal instruction.


Physical Demands:

  • While performing the duties of this job the employee is regularly required to sit or stand at a desk.
  • Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
  • Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.


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