Commercial Lines Account Manager

1 week ago


La Cañada Flintridge CA, United States Global Path Resources Full time $75,000 - $95,000 per year

Overview:

Privately owned insurance agency is seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Account Manager will manage the book of business, client communications, help clients understand their coverage, nurture key relationships, and utilize the agency management system for documentation and workflow processes per agency standards.

This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters.

  • Must have Current Property & Casualty License

Responsibilities:

  • Market new business and account renewals obtaining competitive coverage/cost ratios for the clients.
  • Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals.
  • Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction.
  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies.
  • Effectively manage preparation and production of all elements of presentations for client meetings and properly representing the company. Address client questions and identifying next steps as appropriate.

Requirements:

  • 3-5 years of insurance industry experience related to servicing mid to large size commercial accounts required
  • Current Property and Casualty license
  • AMS360 or other Agency Management system software experience
  • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
  • Professional verbal and written communication skills

Job Type: Full-time

Pay: $75, $95,000.00 per year

Work Location: In person



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