Commercial Insurance Portfolio Manager

6 days ago

Irvine, California, United States Jobot Full time
Job Overview

We are seeking a highly skilled Commercial Lines Account Manager to join our team at Jobot. As a key member of our insurance team, you will be responsible for managing and servicing a portfolio of commercial insurance accounts for clients.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their insurance needs and providing appropriate solutions.
  • Act as the primary point of contact for all client inquiries, addressing concerns, and providing prompt and accurate responses.
  • Conduct regular client meetings and discussions to review coverage, assess risk exposure, and identify opportunities for upselling or cross-selling.
  • Manage a portfolio of commercial insurance accounts, ensuring proper documentation, policy issuance, and renewal processes.
  • Collaborate with insurance brokers to gather required information, prepare submissions, and negotiate terms and conditions with underwriters.
  • Coordinate with internal departments to provide necessary support, such as claims assistance, policy endorsements, and billing inquiries.
  • Analyze clients' businesses to evaluate risk exposures and recommend appropriate insurance coverage options.
  • Review policy documentation, endorsements, and other related materials to ensure accuracy and compliance with client requirements and industry standards.
  • Stay updated on industry trends, regulatory changes, and emerging risks to provide proactive risk management advice to clients.
  • Implement strategies to retain existing business and foster client loyalty, including timely renewals, proactive communication, and value-added services.
  • Identify opportunities for account expansion and collaborate with sales teams to develop upselling or cross-selling strategies.
Requirements
  • Bachelor's degree in Business, Risk Management, Insurance, or a related field (preferred).
  • Relevant experience in commercial insurance account management or related roles.
  • Strong knowledge of commercial insurance products, coverages, and underwriting processes.
  • Excellent communication and interpersonal skills to build and maintain client relationships.
  • Analytical and problem-solving abilities to assess risks and recommend suitable insurance solutions.
  • Proficient in using insurance agency management systems, Microsoft Office, and other relevant software.
  • Attention to detail, organizational skills, and the ability to manage multiple priorities effectively.
What We Offer

As a Commercial Lines Account Manager at Jobot, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and contribute to the growth and success of our company.

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