Commercial Lines Account Manager

4 weeks ago


Los Angeles, California, United States QualiHire Full time
Job Description

The Commercial Lines Account Manager is responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients, and acting as a liaison between clients and insurance carriers.

Key Responsibilities
  • Account Management
  • Develop and maintain strong relationships with clients, understanding their business needs and insurance requirements.
  • Manage a portfolio of commercial accounts, ensuring client satisfaction and retention.
  • Address day-to-day client concerns, provide guidance on insurance policies, and resolve any issues in a timely manner.
Policy Administration
  • Assist clients with policy renewals, endorsements, and audits, ensuring coverage meets their business needs.
  • Review and process policy changes, certificates of insurance, and other necessary documents.
  • Prepare accurate quotes and proposals, coordinating with underwriters to negotiate competitive pricing and coverage terms.
Client Education
  • Explain complex insurance terms and conditions to clients in clear, understandable language.
  • Educate clients on risk management strategies and offer coverage recommendations to safeguard their business assets.
  • Stay up-to-date on industry trends and regulatory changes that may affect clients' coverage needs.
Collaboration
  • Work closely with producers, underwriters, and other team members to coordinate services and ensure a seamless client experience.
  • Communicate with insurance carriers to facilitate the quoting process, claims handling, and other account-related activities.
  • Support sales teams with prospecting, new business development, and cross-selling opportunities.
Compliance Documentation
  • Maintain accurate records of client interactions, policy details, and account changes in the agency management system.
  • Ensure all activities comply with industry standards and regulatory requirements.
Required Skills and Qualifications
  • Proven experience in commercial lines insurance account management or a related role.
  • Strong knowledge of commercial insurance products, coverage options, and industry regulations.
  • Excellent communication, interpersonal, and customer service skills.
  • Ability to manage multiple clients and priorities in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • Proficiency in using agency management systems and other relevant software.
Preferred Qualifications
  • Insurance-related certifications (CIC, CPCU, or similar).
  • Experience working with multiple carriers and underwriters.
  • Bachelor's degree in business, insurance, or a related field.
Benefits
  • Competitive salary
  • Health, dental, and vision insurance
  • Retirement plan with company match
  • Paid time off and holidays
  • Professional development opportunities


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