Commercial Lines Account Manager

2 weeks ago


Del Mar CA, United States The Demarco Group Full time

We are seeking an experienced Commercial Lines Account Manager to join a private national broker that can be housed out of Del Mar, San Diego. (They have a major preference for candidates willing to come in house 3-5 times per week) Learn more about the general tasks related to this opportunity below, as well as required skills. 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 $700k-$1M. 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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