Commercial Lines Executive Account Manager

6 days ago


Irvine, California, United States Sullivan Curtis Monroe Insurance Svs LLC Full time
Job Summary

We are seeking a highly skilled and experienced Commercial Lines Executive Account Manager to join our team at Sullivan Curtis Monroe Insurance Svs LLC. As a key member of our team, you will be responsible for delivering comprehensive insurance coverage and account servicing to our clients.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
  • Collaborate with producers to establish new relationships and uphold existing client connections.
  • Review and analyze client exposure to loss, communicate needs to clients, and revise coverage where necessary.
  • Work closely with other assigned individuals and departments on accounts in accordance with agency procedural manuals and quality control program.
  • Obtain updated renewal exposures from clients 60 days in advance of renewal date.
  • Review and sign off on all policies prior to delivery.
  • Educate clients on our value-added approach and unique SCM services.
  • Follow up with insured to collect all premiums.
Requirements
  • High school diploma required; Bachelor's degree preferred.
  • 5+ years account management experience or equivalent.
  • Hold current and valid Property and Casualty insurance license.
  • Hold at least one professional designation or be willing and able to obtain within 18 months.
  • Ability to produce professional and complete proposals and confidently deliver presentations to clients and carriers.
  • Ability to develop plans and solutions and act upon them and take responsibility for outcomes.
  • Possess a supportive and responsive manner with internal and external customers.
  • Ability to multi-task in complex working environment with accuracy and proficiency.
  • Possess excellent technical skills on insurance coverage and markets.
  • Possess strong computer and communication skills.
  • Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations.
Salary

$100K to $110K



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