Senior Account Manager

3 weeks ago


San Francisco, California, United States Insurance Search Specialists Full time

Opportunity Overview

We are seeking a highly skilled Commercial Lines Specialist to join our team at Insurance Search Specialists. This exciting opportunity will see you working closely with clients to understand their needs and provide tailored solutions.

Key Responsibilities

  • Oversee the commercial client renewal process to ensure service is delivered promptly and accurately.
  • Source and analyze insurance quotes to craft optimal client proposals.
  • Maintain and update client documentation and renewal proposals regularly.
  • Collaborate closely with an Account Manager who will aid in managing client portfolios.
  • Uphold stringent quality service standards to ensure continued client satisfaction.

Requirements

  • A minimum of 5 years of experience in insurance, with a focus on Commercial Lines.
  • An active Property & Casualty (P&C) license.
  • Strong written and verbal communication skills.
  • Proficiency in Microsoft Excel, Applied TAM, and familiarity with EPIC.
  • Proven track record with clients in manufacturing, real estate, technology, construction, and professional services sectors.
  • Ability to perform effectively in a team-oriented environment and maintain a professional office culture.

Our Team

At Insurance Search Specialists, we are passionate about delivering exceptional service to our clients. Our team is dedicated to finding the right opportunities for talented insurance professionals, and we are looking for someone who shares our vision.

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