Senior Account Manager
2 weeks ago
We are seeking a highly skilled Senior Account Manager to join our team in San Diego, CA. As a key member of our Real Estate division, you will be responsible for providing exceptional account support to our clients, with a focus on delivering comprehensive customer service and driving business growth.
Key Responsibilities- Provide renewal and proposal presentations to clients, ensuring seamless delivery of services
- Guide clients through the renewal process, including requesting renewal exposures and submitting requests to carriers
- Review and propose changes to accounts under the direction of senior team members
- Support claim review and risk analysis tasks, ensuring accurate and timely resolution
- Perform detailed analysis of accounts receivable reports to deliver information to clients
- Process or oversee the process of change requests, endorsements, binders, certificates of insurance, and account summaries
- Property and Casualty License required
- Experience working with middle to large market clients in the Real Estate industry required
- 4-8 years of commercial insurance experience required
- Proficient in agency management software, with experience with Applied Epic strongly preferred
- Working knowledge of available commercial lines coverages based on business and industry
- Demonstrated problem-solving and solution-design skills, with strong written and verbal communication skills
- Proficient at rapid prioritization and time management
- Highly proficient in Microsoft Office, including experience with MS Excel
AssuredPartners is a leading independent insurance broker committed to embracing diversity, equity, and inclusion. We are passionate about fueling our clients' innovation and growth, and we offer a comprehensive benefits package, including competitive salary, generous paid time off, and opportunities for professional growth and development.
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