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Commercial Lines Account Manager

Commercial Lines Account Manager

ZipRecruiterTurlock, CA, US
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Benefits

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • 401(k) matching
  • Profit sharing
  • Vision insurance

Location : Main Office - Turlock, CA

Full time In Person Position

Salary Range : $24.00 - $30.00

Position Overview

As Account Manager, you will handle the marketing and renewal processing for existing accounts and new clients. Provide prompt, efficient, best-in-class service to policyholders. Create and maintain applications, proposals, comparisons and proof of insurance.

Responsibilities

  • Responsible for gathering underwriting and risk management information for sales of new and renewal policies. This includes identifying cross sell opportunities and coverage suitability.
  • Conduct periodic coverage reviews with clients.
  • Complete binders and / or policy or endorsement requests timely.
  • Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions claims.
  • Review renewals to determine if non-standard policies can be rewritten in a standard program.
  • Receive phone calls and office visitors requesting quotes, changes to existing coverage and / or new policies.
  • Receive and review all terminations and cancellations to determine appropriate action.
  • Assist with premium collection when necessary.
  • Follow up on outstanding claims and provide assistance in claims resolution as necessary.
  • Actively solicit increases in limits and / or coverages, rounding out accounts through new sales to clients across lines of coverage.
  • Solicits new business opportunities, ask for referrals.
  • Document all material conversations with insureds and / or carriers regarding exposures and coverages.
  • Maintain working knowledge of all rating systems, processes and agency management systems.
  • Perform other functions as assigned by management.
  • Requirements

  • Property & Casualty Insurance License
  • Three years of Account Manager experience
  • Excellent communication skills - written, verbal, and listening.
  • Be people oriented.
  • Be a self-starter, and self-motivated. Good problem solver, and an ability to use your resources.
  • Able to learn computer functions, and the ability to use various programs / software.
  • Have the ability to multitask.
  • Be a good team player.
  • This is a fast-paced multitasking office environment. Employees are provided a dedicated workstation with basic ergonomic set up features, such as an ergonomic keyboard and mouse, dual monitors, and an adjustable chair. Workstation accommodations and adjustments are provided upon request and evaluation.

    Must be physically able to work a minimum of 35 hours per week in the office and / or field. The employee is regularly required to see, hear, and project voice well enough without amplification. There is frequent need for the employee to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms. The employee is occasionally required to lift and carry up to 30 pounds; to stoop, kneel, crouch, or crawl, and to ascend and descend stairs. This position requires a high-energy level and ability to handle stress-related situations on a daily basis. The employee may be required to drive and travel unaccompanied in diverse weather conditions.

    Candidate must satisfactorily complete pre-hire employment assessments and maintain a satisfactory driving record. Candidate may be asked to submit to a drug and / or alcohol screening. A criminal background check will be performed at the companys expense. Physical attendance is required at regular and / or mandatory company meetings. Employees are strongly encouraged to pursue relevant professional designations. Candidate must maintain any required State License and any required continuing education.

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    Commercial Lines Account Manager • Turlock, CA, US

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