Experienced Commercial Lines Account Executive

2 weeks ago


San Jose, California, United States APR Full time
Job Overview

Position Title: Senior Commercial Lines Account Manager

Location: Hybrid

Compensation: $70,000 - $80,000 + Benefits

Role Summary

The Senior Commercial Lines Account Manager will oversee a designated portfolio of small to middle market clients, providing expert consultation on insurance coverage and addressing client concerns. This role is suited for a candidate with a minimum of three years in commercial insurance account management, holding a Property & Casualty license, and possessing in-depth knowledge of insurance products.

Key Responsibilities
  • Manage a dedicated book of business, ensuring timely renewals and documentation including binders, certificates, and policies.
  • Engage in consultative discussions with clients to foster strong relationships and ensure their insurance needs are met.
  • Procure renewal quotes from existing carriers and manage the renewal process, including handling cancellations and non-renewals.
  • Identify opportunities for cross-selling and upselling insurance products to enhance client portfolios.
  • Support additional responsibilities as required to contribute to team success.
Preferred Qualifications
  • Minimum of three years of experience in insurance customer service or account management.
  • Possession of a Property/Casualty License.
  • Comprehensive understanding of insurance products and documentation.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Experience with Applied/EPIC or AMS360 is advantageous.
  • Ability to work independently as well as collaboratively within a team.
  • Willingness to pursue ongoing education and professional development.
  • Capacity to thrive in a dynamic, fast-paced environment.
Company Benefits

APR offers a comprehensive benefits package including 401K, educational support, and opportunities for career advancement. The compensation range for this position is influenced by various factors including experience, skill set, and relevant licenses.



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