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Commercial Lines Account Manager - Insurance

Commercial Lines Account Manager - Insurance

The Misch GroupSan Diego, California, US
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Description

Provide service to clients in conjunction with the Risk Advisor or Executive Client Manager while providing assistant level support to the team members per the Client Administrator job description. Become familiar with all of his / her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Key Responsibilities

  • Able to successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to : binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
  • Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
  • Develop marketing plan with Executive Client Manager and / or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients.
  • Work with the Risk Control Department to monitor complex or significant risk control and claims issues.
  • Conduct contract and lease reviews to advise client on risk and compliance issues.
  • Maintain positive client and insurance company relationships.
  • Explain payment requirements to new and existing clients.
  • Oversee, direct, plan and schedule the work of others. May train and give technical supervision to client service team members.

Skills, Knowledge and Expertise

  • Current California Insurance License
  • 5+ Years Client Management Experience
  • Proficiency of PC Applications
  • Abilities

  • You lead through your actions and embrace your responsibilities.
  • You’re a continuous learner who is always seeking to improve.
  • You put the team first and create ways to make your peers better.
  • You deliver an exceptional level of service to those you work with.
  • You have strong interpersonal skills and thrive in a team environment.
  • You’re an effective communicator; both written and verbal.
  • You can be trusted to handle confidential and sensitive information.
  • You have strong organization and project management skills.
  • You have the ability to focus on the task-at-hand and multi-task as needed.
  • You’re great with attention to detail and producing high-quality work.
  • You’re able to grasp complex issues and establish proactive solutions to address those issues.
  • You have strong editing and writing skills.
  • You have a positive attitude and work ethic.
  • Benefits

    Full range of benefits and competitive salary

    Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.

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    Account Manager • San Diego, California, US

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