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Commercial Lines Account Management Specialist
2 months ago
Join a supportive environment. Rancho Mesa Insurance Services, Inc. is on the lookout for a dedicated Commercial Lines Assistant Account Manager to oversee and support a portfolio of commercial insurance accounts. This role involves managing client interactions, fostering essential relationships, maintaining accurate documentation, assisting clients in comprehending their coverage, and ensuring all pertinent information is securely recorded in our systems. A background in commercial insurance service is essential.
What We Offer
Competitive Base Salary with Bonus Potential
Generous Paid Time Off (PTO)
Comprehensive Health Coverage
Dental Benefits
Opportunities for Career Advancement
Retirement Savings Plan
Evenings Off
Life Insurance Coverage
Hands-on Training Programs
Standard Monday to Friday Schedule
Vision Coverage
Ten Paid Holidays Annually
Key Responsibilities
- Support Account Managers in delivering exceptional service to current clients, developing accounts, and managing claims.
- Prepare Acord applications, submissions, and proposals.
- Engage in marketing efforts, including pre-qualifying new business opportunities.
- Bind renewals and new business as necessary.
- Conduct quality control and review applications, endorsements, and policies for precision.
- Maintain and update records in the Agency Management System.
- Assess insurance requirements for client contracts.
- Identify and resolve certificate deficiencies.
Qualifications
- California P&C license is mandatory.
- 2-4 years of experience in commercial lines with a solid grasp of insurance terminology, broker functions, and various commercial insurance types.
- Experience with Applied EPIC is preferred.
- Strong interpersonal skills and the ability to build relationships, with excellent verbal and written communication abilities.
- Self-motivated individual who can work independently.
- Able to manage multiple tasks, follow through, and maintain communication.
- Eager to learn, resourceful, and open to coaching.
