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Commercial Insurance Account Executive

2 months ago


San Diego, California, United States Jobot Full time
Job Overview:
The Commercial Lines Account Manager is tasked with overseeing a portfolio of business insurance accounts, ensuring that clients receive exceptional service and coverage tailored to their operational needs.

About Us:
We are a well-established firm with over 30 years of experience, licensed to operate nationwide, dedicated to providing our clients with optimal coverage solutions.

Key Responsibilities:
  1. Client Relationship Management:
    Act as the main point of contact for clients, addressing their insurance inquiries and needs. Cultivate and sustain robust relationships with clients to guarantee high satisfaction and retention levels. Regularly review clients' insurance programs to confirm adequate coverage.
  2. Policy Management:
    Oversee the renewal process for commercial lines policies, which includes preparing quotes, evaluating coverage options, and negotiating terms with underwriters. Manage the processing of new and renewal policies, endorsements, cancellations, and other policy modifications. Ensure timely and precise delivery of policies, certificates, and other necessary documents to clients.
  3. Claims Management:
    Assist clients in filing claims, providing guidance throughout the claims process. Collaborate with claims adjusters and other relevant parties to ensure efficient resolution of claims.
  4. Risk Assessment and Analysis:
    Evaluate clients' risk exposures and recommend suitable insurance products and coverage options. Stay updated on industry trends and market conditions to advise clients on emerging risks and new offerings.
  5. Team Collaboration:
    Work in close partnership with producers, underwriters, and other internal teams to deliver a seamless client experience. Support the training and mentoring of junior account managers or support staff as necessary.
  6. Administrative Duties:
    Maintain accurate and current client records within the agency management system. Prepare reports and documentation as required by management.

Qualifications:
  • Education:
    A Bachelor's degree in Business, Finance, Insurance, or a related field is advantageous. Relevant insurance licenses (e.g., Property & Casualty license) are mandatory.
  • Experience:
    A minimum of 3-5 years of experience in commercial lines insurance, particularly in account management. Familiarity with agency management systems and insurance software is preferred.
  • Skills:
    Comprehensive knowledge of commercial insurance products and coverages. Excellent communication and interpersonal abilities. Strong organizational skills and meticulous attention to detail. Capability to multitask and manage time effectively in a dynamic environment. Proficiency in Microsoft Office Suite (Word, Excel, Outlook).