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Commercial Lines Account Manager
2 months ago
Rancho Mesa Insurance Services, Inc. is a well-established firm with over 25 years of experience, dedicated to providing exceptional service to our clients while valuing our employees. We offer a competitive salary and a comprehensive benefits package.
We are currently seeking a skilled Commercial Lines Account Manager to oversee and service a portfolio of commercial insurance accounts. The selected candidate will be responsible for managing client interactions, fostering essential relationships, maintaining accurate documentation, assisting clients in understanding their coverage options, and ensuring all pertinent information is securely managed within our systems.
Compensation and Benefits
Annual Base Salary with Bonus Potential
Health Coverage
Life Insurance
Paid Time Off (PTO)
Retirement Savings Plan
Hands-on Training Provided
Monday to Friday Work Schedule
Opportunities for Career Advancement
Evenings Off
Vision Coverage
Dental Coverage
Ten Paid Holidays Annually
Key Responsibilities
- Market new business opportunities and manage account renewals to secure competitive coverage and pricing for clients.
- Submit renewal applications to various insurance markets while maintaining productive relationships with underwriters and insurance company staff. Collaborate with team members to ensure timely execution of all renewals and generate accurate submission proposals.
- Oversee daily account transactions, including vehicle additions or deletions, property acquisitions, exposure changes, contract reviews, coverage assessments, and program recommendations with client engagement.
- Provide clear and concise responses to clients regarding coverage or billing inquiries, including explanations of rate changes or policy modifications. Assist clients in processing quotes and issuing renewals or updates to existing policies.
- Effectively prepare and present all necessary materials for client meetings, ensuring proper representation of the company. Address client questions and outline next steps as required.
Qualifications
- Minimum of 5 years of experience as a Commercial Account Manager with a proven track record of managing a personal book of business.
- Possession of a California Property and Casualty license.
- Experience with Agency Management software; Applied EPIC is preferred.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent verbal and written communication skills.
- Self-motivated, disciplined, and confident in abilities.
