We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that can be housed out of Burbank, Irvine, Pasadena, or Woodland Hills, CA /
The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.
Key Responsibilities :
- Market and Manage Policies : Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $800k-$1.2M.
- Submission Preparation : Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients.
- Marketing Results : Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients.
- Policy Binding : Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements.
- Collaboration : Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives.
- Client Communication : Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction.
Qualifications :
Minimum 4 years of commercial lines account management experienceBachelors degree preferredHold an appropriate Property and Casualty Agent / Broker license in good standingExperience with Applied Epic preferred