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Commercial Insurance Account Manager

2 months ago

Burbank, California, United States United Agencies Burbank Insurance Services LLC Full time
Job Overview

United Agencies Burbank Insurance Services LLC is seeking a dedicated Commercial Lines Account Manager to join our team. Our agency has adopted a hybrid remote work environment, offering a perfect balance between flexibility and connection with our community.


Key Responsibilities

Client Management:

  • Handle commercial client accounts, assess their insurance requirements, and provide expert advice.
  • Develop and maintain strong relationships with clients to enhance client retention and satisfaction.

Policy Analysis:

  • Review existing insurance policies, identify coverage gaps, and recommend suitable insurance solutions.
  • Stay up-to-date with industry trends, regulatory changes, and new products to provide expert advice.

Risk Assessment:

  • Evaluate potential risks for clients' businesses and propose risk management strategies.

Customer Service:

  • Deliver exceptional service to clients, responding to inquiries promptly and effectively.

Renewals and Updates:

  • Manage policy renewals, updates, and modifications for commercial clients.

Benefits

  • Annual Base Salary Based on Experience
  • Paid Time Off (PTO)
  • Dental Insurance
  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • Retirement Plan
  • Vision Insurance
  • Paid Sick Leave
  • Hybrid work schedule (Monday & Friday work from home)
  • Costco membership
  • gym membership
  • monthly lunches
  • Yearly Staff Day

Requirements

Licensing:

  • Active P&C License in California required, additional licenses are a plus.

Experience:

  • 3 to 5 years Previous experience as a commercial lines insurance account manager

Skills:

  • Strong verbal and written communication skills, with the ability to effectively interact with clients and colleagues.
  • Ability to analyze complex insurance needs and recommend appropriate coverage solutions.
  • Attention to detail, ability to manage multiple tasks and priorities effectively.
  • Collaborative attitude, willingness to work in a team environment and support colleagues.
  • Familiarity with insurance software, CRM systems, and Microsoft Office suite.