Commercial Lines Account Manager

2 weeks ago


San Jose CA, United States The Demarco Group Full time

We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years. Ready to make your application Please do read through the description at least once before clicking on Apply. The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals. Key Responsibilities: Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts) Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients. Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients. Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements. Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives. xrczosw Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction. Qualifications: Minimum 2 years of commercial lines account management experience Bachelors degree preferred Hold an appropriate Property and Casualty Agent/Broker license in good standing Experience with Applied Epic preferred



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