Commercial Insurance Account Executive

2 weeks ago


Los Angeles, California, United States APR Full time
Job Overview

The Commercial Lines Account Manager plays a vital role within our organization, overseeing a varied portfolio of commercial insurance accounts. This position serves as the main point of contact for clients, focusing on fostering relationships by comprehensively understanding their needs, delivering exceptional service, and ensuring that their coverage meets their business objectives.

Key Responsibilities
  • Manage a diverse book of commercial lines accounts, ensuring high levels of client satisfaction.
  • Address client inquiries regarding policies and coverage in a timely and professional manner.
  • Conduct thorough policy reviews, recommend appropriate coverages, and prepare proposals for renewals and additional lines of coverage.
  • Collaborate closely with producers to market new business and negotiate renewals, ensuring optimal coverage and cost efficiency.
  • Build and maintain strong relationships with carrier representatives and underwriters.
  • Effectively utilize agency management software and carrier online rating portals.
  • Keep accurate and detailed records of client and policy information within the agency management system.
  • Stay updated on industry changes and engage in ongoing professional development to enhance technical expertise.
Qualifications
  • 5-7 years of experience in commercial lines account management or a related role within the insurance sector.
  • Property and Casualty license is mandatory.
  • Preferred designations include Certified Insurance Counselor (CIC) or Chartered Property Casualty Underwriter (CPCU).
  • Proficient in agency management software, preferably Applied (TAM or EPIC) or AMS360.
  • Strong understanding of various types of commercial insurance policies.
  • Excellent written and verbal communication skills for effective interaction with clients, team members, and carriers.
  • Able to manage multiple tasks, prioritize effectively, and meet deadlines.
  • Proficient in Microsoft Office Suite or similar software for creating professional reports, spreadsheets, and presentations.


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