Commercial Insurance Account Manager

4 days ago


San Luis Obispo, California, United States Jobot Full time
Job Title: Commercial Lines Account Manager

We are seeking a highly skilled Commercial Lines Account Manager to join our team at Jobot. As a key member of our insurance team, you will be responsible for managing and servicing a portfolio of commercial insurance accounts.

Key Responsibilities:
  • Client Management: Act as the primary point of contact for assigned commercial insurance clients, develop and maintain strong relationships, handle client inquiries, and provide proactive solutions.
  • Policy Management: Manage all aspects of clients' commercial insurance policies, including renewals, endorsements, and cancellations, ensure timely and accurate processing of policy documents and endorsements.
  • New Business Development: Assist in the development of new business opportunities by identifying client needs and recommending appropriate insurance products, collaborate with producers and other team members to prepare and present insurance proposals to prospective clients.
  • Renewals: Manage the renewal process for commercial insurance accounts, ensuring timely and accurate preparation and delivery of renewal proposals, negotiate renewal terms with carriers to achieve the best possible coverage and pricing for clients.
  • Market Research: Stay current on industry trends, market conditions, and carrier appetites, conduct market research to identify new insurance products and carriers that may benefit clients.
  • Compliance: Ensure all activities comply with industry regulations and company policies, maintain accurate and up-to-date client records in accordance with company procedures and regulatory requirements.
Requirements:
  • Bachelor's degree in Business, Finance, Insurance, or a related field a plus.
  • Minimum of 3 years of experience in commercial insurance account management or a related field.
  • Strong knowledge of commercial insurance products and coverages.
  • Excellent customer service and relationship-building skills.
  • Strong organizational and time management skills.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Proficient in Microsoft Office Suite and EPIC is a huge plus.

Interested in learning more about this opportunity? Apply now by clicking the "Apply Now" button.



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