Commercial Lines Account Manager

Job Description

Job Description

Senior Commercial Account Manager - Client Manager

Salary : $70,000 - $90,000 (depending on experience, insurance knowledge, and education)

Benefits : Comprehensive benefits package

Location : Orange, CA

Independent insurance agency is seeking a Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. 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.

The book of business consists of contractors, manufacturers, distributors and property owners, consisting of all lines of coverage including, Property, Liability, Auto, Umbrella / Excess, Work Comp, Cyber, EPL, D&O, etc. We are seeking an experienced Senior Account Manager that is technically savvy and service oriented.

This position may be open for partial remote once training and probationary period have passed.

Responsibilities :

Working knowledge of Property and Casualty accounts such as Manufacturers, Distributors, and Property Owners

Research and compile answers to client policy and coverage questions

Ability to market / quote new business and account renewals obtaining competitive coverage / cost ratios for the client

Experience with multiple carrier underwriters and online rating portals

Identify, compile and manage information regarding account renewals

Qualifications

7-10 years of insurance industry experience related to servicing commercial accounts

Property and Casualty license

CIC, CPCU, or other insurance designations are desirable

Applied (TAM or EPIC) or AMS360 software experience. AMS360 preferred.

Knowledge of Insurance and / or Brokerage business

Technical knowledge of product area or industry

Ability to provide consultation and expert advice to management on risk management issues

Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)

Professional verbal and written communication skills

All inquiries will be kept 100% confidential