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Commercial Account Manager

2 months ago

Rancho Cordova, California, United States Insurance Search Specialists Full time
Job Overview

We are seeking a seasoned Commercial Account Manager to join our team at Insurance Search Specialists. This role is pivotal in managing client relationships, providing expert advice, and handling a variety of tasks to support both new and renewal business operations.

Key Responsibilities
  • Client Relationship Management: Serve as the primary point of contact for client inquiries regarding coverage, eligibility, and compliance issues.
  • Business Development: Analyze client data for new and renewal business, including conducting market comparisons and obtaining quotes; strategize with senior-level executives to recommend optimal coverage solutions.
  • Marketing and New Business Development: Provide marketing and new business development support, prepare presentations and proposals, and participate in client meetings.
  • Policy Analysis and Renewal Options: Manage personal book of business, including marketing efforts, and policy analysis to prepare renewal options.
  • Negotiation and Carrier Management: Negotiate with carriers to secure the best premiums, commissions, and coverage for clients.
  • Agency Management System and Data Systems: Assist in maintaining the Agency Management System and other data systems as needed.
  • Team Collaboration: Collaborate effectively across teams to enhance service delivery and resolve issues promptly.
  • Industry Knowledge and Trends: Remain informed on industry trends, new products, and legislative changes to continuously improve knowledge and performance.
Requirements
  • Experience: Minimum of 4 years of experience in insurance, specifically in Commercial Lines.
  • Knowledge: Full knowledge of Property Casualty lines of coverage and services.
  • Technical Skills: Proficient with Agency Management Systems and Microsoft Office suite.
  • Soft Skills: Strong analytical skills and attention to detail; excellent interpersonal and communication skills, capable of working effectively in both team environments and independently.
  • Time Management: Ability to manage multiple tasks and prioritize effectively in a fast-paced setting.
What We Offer
  • Competitive Compensation: A competitive salary and comprehensive benefits package.
  • Professional Growth and Development: Opportunities for professional growth and development.
  • Supportive Work Environment: A supportive and collaborative work environment.
  • Flexibility and Independence: Flexibility and independence in managing workflow.
  • Established Team: Established, experienced, and stable team environment.