Commercial Lines Account Management Specialist

2 weeks ago


Redlands, California, United States Saint Moore Insurance Agency Full time
Position Overview

The role of the Account Management Specialist is pivotal in delivering outstanding service to our clientele. We seek an individual who excels in teamwork and possesses comprehensive knowledge of products, coverage options, and insurance carriers. A valid California State Insurance License in good standing and a minimum of 5 years of experience in Commercial Lines Account Management are essential. Additional qualifications such as a CIC designation or experience in Construction Risk will be advantageous.


Key Qualifications:
  • Strong multi-tasking abilities
  • Exceptional attention to detail
  • Outstanding written and verbal communication skills
  • Dependable and trustworthy
  • Self-motivated
  • Valid Property and Casualty License

Primary Responsibilities:
  1. Develop and maintain long-term relationships with clients
  2. Complete ACORD forms and online applications for various insurance carriers
  3. Prepare binders, proposals, and marketing summaries
  4. Handle audits and endorsement requests efficiently
  5. Issue certificates of insurance as needed
  6. Review policies, endorsements, and audits for precision


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