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Commercial Insurance Account Manager

2 months ago


San Francisco, California, United States Insurance Search Specialists Full time
Job Overview

We are in search of a proficient and seasoned Commercial Insurance Account Manager for a role with a prominent wholesale insurance brokerage. This position involves collaborating with and providing support to a successful broker who has an established portfolio of clients. Experience in retail or wholesale insurance is preferred for this fully remote opportunity.

Compensation & Benefits:

  • Competitive Base Salary + Performance Bonuses
  • Comprehensive employee benefits package including medical, dental, and 401k.
  • Opportunities for career advancement within the organization.

Key Responsibilities:

  • Accurately input and update client data across necessary systems, ensuring precision and current records.
  • Actively engage with retail agency personnel and underwriters to ensure accurate account information.
  • Prepare accounts for the renewal process, proactively soliciting new or renewal business, with a focus on transportation accounts.
  • Draft market submissions and quote cover letters, meticulously reviewing policies and documents for correctness.
  • Effectively manage account transactions, internal processing, and document preparation, including endorsements, change forms, invoices, etc.
  • Resolve invoicing discrepancies in coordination with Premium Accounting and communicate regarding cancellation notices.
  • Ensure prompt delivery of claim notifications to the claims department.
  • Perform basic office tasks, including filing, copying, printing, and maintaining organized records.
  • Prepare and review reports, submissions, and cover letters for accuracy.

Qualifications:

  • At least 3+ years of relevant experience in commercial insurance brokerage or underwriting, with a preference for candidates with transportation niche experience.
  • Experience in a wholesale or retail agency/brokerage is highly desirable.
  • An associate degree or higher is preferred.
  • Possession of a Property and Casualty license.
  • Strong understanding of insurance products and services, particularly in the transportation sector.
  • Ability to manage workload independently with minimal supervision.
  • Exceptional attention to detail.
  • Proficiency in Microsoft Office suite.

This position offers a competitive salary range of $80,000 to $100,000, commensurate with experience and qualifications. As a fully remote role, we welcome applicants from various locations, providing the flexibility to work from anywhere. If you are passionate about the insurance industry and have expertise in the transportation sector, we encourage you to consider this exciting opportunity to advance your career.

Company Overview

Insurance Search Specialists is committed to assisting talented insurance professionals in finding the right opportunities with national, regional, and local insurance brokerages. With over 25 years of industry experience, we are dedicated to connecting insurance professionals with suitable brokerages. Our focus is on presenting intelligent career opportunities to our candidates, ensuring we introduce only the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs. Contact us today to learn how we can assist you in taking the next step in your career.