Commercial Lines Account Manager

Join a successful team.

This Jobot Job is hosted by: Jonathan Santo
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $85,000 per year

A bit about us:

We provide comprehensive solutions designed to support both organizations and individuals in navigating risk, protecting assets, and planning for the future. Our offerings include business insurance, employee health and benefit programs, retirement planning, and personal insurance services. With a wide-reaching presence across the region, we're able to deliver the attentive service of a local advisor backed by the strength and capabilities of a global network. Our approach is built on understanding our clients' unique needs and providing strategic guidance to help them achieve their goals with confidence.

Why join us?

• Competitive compensation package
• Comprehensive benefits
• 401k with company match
• Long term growth potential
• Stock purchase plans
• Work with a leader in their space

Job Details

Job Details:

We are seeking an experienced and dynamic Commercial Lines Account Manager to join our team. This is a permanent, full-time position that offers a challenging and rewarding opportunity to manage commercial insurance accounts. The successful candidate will be responsible for managing a diverse portfolio of commercial insurance clients, providing exceptional customer service, and driving strategic growth initiatives. This position requires a proactive, detail-oriented professional with a strong background in commercial insurance, account management, customer service, risk management, policy analysis, policy renewal, client relations, and property and casualty insurance.

Responsibilities:

As a Commercial Lines Account Manager, your primary responsibilities will include:

1. Managing a diverse portfolio of commercial insurance accounts, ensuring customers receive the highest level of service.
2. Analyzing and assessing clients' risk exposures and insurance needs, and recommending appropriate coverage solutions.
3. Negotiating policy terms and conditions with insurance carriers.
4. Preparing and presenting proposals to clients, clearly communicating the benefits and features of the proposed insurance solutions.
5. Processing policy renewals, endorsements, and cancellations in a timely and accurate manner.
6. Issuing certificates of insurance (COI) and maintaining accurate records of all insurance documents.
7. Developing and maintaining strong relationships with clients, understanding their business operations and insurance needs, and providing proactive service and advice.
8. Collaborating with the sales team to identify and pursue opportunities for account growth and cross-selling.
9. Staying abreast of industry trends, regulatory changes, and advancements in technology to improve service delivery and customer satisfaction.

Qualifications:

To be successful in this role, you will need:

1. A minimum of 5 years of experience in commercial insurance, with a focus on account management, customer service, risk management, policy analysis, policy renewal, client relations, and property and casualty insurance.
2. A proven track record of managing a diverse portfolio of commercial insurance accounts and delivering exceptional customer service.
3. Strong knowledge of commercial insurance products, underwriting principles, and risk management practices.
4. Excellent negotiation, presentation, and communication skills.
5. Ability to analyze complex risk scenarios and recommend appropriate insurance solutions.
6. Proficiency in using insurance software systems and Microsoft Office applications.
7. A professional insurance designation (e.g., CIC, CPCU, CRM) is preferred.
8. A valid insurance broker's license is required.
9. Ability to work independently, prioritize tasks, and manage time effectively.
10. Strong problem-solving skills and attention to detail.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.