Commercial Lines Account Manager

1 month ago


Oakland, United States David E Quan Agency Insurance Brokers Inc Full time

**About us**

David E Quan Agency Insurance Brokers Inc is a well established insurance agency headquartered in Oakland, CA. We are professional, agile and innovative.

Our work environment includes:

- Modern office setting
- Food provided
- Modern office setting
- Growth opportunities

Ability to work effectively in a team environment

**Job Summary**:
**Responsibilities**:

- Manage and service a book of commercial lines accounts
- Provide excellent customer service to clients, responding to inquiries and resolving issues promptly
- Analyze client insurance needs and recommend appropriate coverage options
- Work closely with insurance carriers to obtain quotes and negotiate terms
- Prepare and present proposals to clients
- Conduct policy reviews and make coverage recommendations
- Assist with claims processing and follow-up as needed

**Requirements**:

- Proven experience in commercial lines insurance or related field
- Strong customer service skills with the ability to build and maintain client relationships
- Knowledge of insurance products, coverages, and underwriting guidelines
- Excellent communication skills, both verbal and written
- Ability to analyze data, market trends, and insurance policies
- Sales experience with a focus on outside sales and telemarketing is a plus
- Multilingual abilities are advantageous for client interactions
- Additional Skills
- Ability to work effectively in a team environment
- Adaptability and willingness to learn new skills
- Problem-solving and decision-making skills
- Ability to prioritize and manage multiple tasks efficiently

Pay: $80,000.00 - $100,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off

Supplemental pay types:

- Bonus opportunities

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

License/Certification:

- Property & Casualty License (required)

Work Location: In person



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