Commercial Insurance Portfolio Manager

4 days ago


Newport Beach, California, United States Jobot Full time
About the Role

This Commercial Insurance Portfolio Manager role offers a unique opportunity to work with a variety of clients, managing their insurance portfolios and providing expert advice on risk management and insurance solutions.

Responsibilities
  1. Develop and execute comprehensive insurance strategies for commercial clients, addressing their specific needs and risk profiles.
  2. Collaborate with the sales team to identify new business opportunities and develop tailored proposals for clients.
  3. Analyze clients' risk exposures, recommending suitable insurance solutions and negotiating policy terms.
  4. Manage client relationships, ensuring timely communication and issue resolution.
  5. Stay up-to-date with industry trends, regulatory changes, and best practices in commercial insurance.
Qualifications
  • At least 3 years of experience in commercial insurance, preferably in a portfolio management or account management capacity.
  • Strong understanding of commercial insurance products, coverages, and underwriting processes.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to analyze complex data, identify patterns, and make informed recommendations.
  • Proficient in insurance management software and Microsoft Office Suite.
  • Relevant insurance licenses and certifications (e.g., CIC, CPCU) highly desirable.
Compensation and Benefits

The estimated annual salary for this position ranges from $85,000 to $90,000. As a member of our team, you will enjoy a comprehensive benefits package and opportunities for professional growth and development.



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