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Commercial Lines Insurance Account Executive

3 months ago

Folsom, California, United States G.L. Anderson Insurance Full time
Position Overview

G.L. Anderson Insurance, a prominent agency in the insurance sector, is in search of a dedicated Commercial Lines Insurance Account Manager. This role is ideal for an individual who values exceptional customer service and is committed to fostering strong client relationships.

Key Responsibilities:

  • Prepare detailed insurance summaries, schedules, and proposals as required.
  • Engage in the re-marketing of renewals, liaising with clients to create comprehensive renewal proposals, and collaborating with producers to ensure successful account renewals.
  • Adhere to agency standards while renewing policies.
  • Maintain thorough documentation of all activities and modifications within the agency management system.

Work collaboratively with producers to effectively assemble, market, and secure coverage for new clients.

Qualifications:

  • Minimum of 5 years of experience in Commercial Lines.
  • Outstanding customer service and interpersonal skills.
  • Self-driven with the ability to work independently.
  • Experience with Applied TAM is mandatory.
  • Proficient in following directions with minimal supervision while efficiently prioritizing tasks.
  • Strong proficiency in Microsoft Outlook, Excel, and Word.
  • Possession of a CA Department of Insurance Fire and Casualty License is required.