Job Description
Job Description
TITLE : Commercial Lines Account Manager - Client Service
LOCATION : San Jose, CA
SALARY : $85,000 - 100,000 (Depending on experience, qualifications, and training)
Plus comprehensive benefits package
SUMMARY
Provide and maintain excellent service to clients, and support commercial lines team and producers in processing all lines of commercial insurance in accordance with the agency guidelines and Agency Best Practices for service.
Contractor, Manufacturing, and or Distribution client experience would be helpful as would experience with Applied EPIC or AMS 360
Independent Agency Employment / Experience Required
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Process renewals and incidental new business, cancellations, audits, and endorsement requests
- Issue certificates of insurance as necessary
- Initiate renewal meetings and be responsible for renewal process
- Negotiate coverages and premiums with carriers
- Provide producer and / or account executive with accurate renewal proposals
- Check policy coverages, endorsements and audits for accuracy
- Invoice policies, audits, endorsements, cancellations and other appropriate transactions
- Assist producer, accounting department and client in the reconciliation of client accounts
- Be responsible for account rounding
- Work efficiently and effectively in a team environment
- Project a positive attitude toward company and team goals
- Maintain excellent communication, attitude and rapport with internal and external clients
- Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
- Work with clients to become a 'trusted advisor' or 'consultant'
- Adhere to commercial lines procedures
- Apply problem solving techniques to various issues that may arise with carrier and clients
- Develop and maintain excellent relationships with our partners, carriers and vendors
- Demonstrate good judgment when handling complex issues
POSITION REQUIREMENTS
Education and / or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and / or training.
Designations, Licenses
Must hold P&C insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.
Commercial Lines Account Manager - Ohio Licensed
A company is looking for an Account Manager, Commercial Lines to provide strategic guidance and manage key client accounts. ...
Senior Commercial Lines Account Manager | Hybrid
Senior Commercial Lines Account Manager. Commercial Lines Account Manager. The ideal candidate has at least three years of experience servicing all aspects of commercial insurance accounts, a P&C license, and expert knowledge of insurance products and documents. Manage an established book of bus...
Commercial Lines Account Manager - CA Licensed
A company is looking for a Commercial Lines Account Manager, P&C - Remote. ...
Commercial Lines Account Manager
Position: Commercial Insurance Account Manager . Commercial Insurance Account Manager Qualifications:. Strong technical knowledge of commercial lines coverage & rating. Accurately input policy updates and account information. ...
Commercial Lines Underwriting Manager
A company is looking for a Commercial Lines Underwriting Operations Manager. ...
Commercial Lines Account Manager - Remote / Hybrid - Phoenix Area
Commercial Lines Account Manager - Remote / Hybrid - Phoenix Area. An Arizona-based insurance brokerage that has experienced unparalleled growth in the last few years, is in search of an experienced Commercial Lines Account Manager eager to make a direct impact on the team. You have 3+ years of Comm...
Commercial Lines Account Manager - Remote
As the Commercial Lines Account Manager, you'll be instrumental in fostering client partnerships, delivering premium solutions, and driving the business forward through growth initiatives. The Commercial Lines Account Manager Will:. Your Commercial Lines Account Manager Experience:. Minimum of 3 yea...
Commercial Lines Insurance Account Manager
Privately owned insurance agency is seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. Commercial Lines Insurance Account Manager. The Account Manager will manage client communications, nurture key relationships, keep track of all necessary document...
Senior Commercial Insurance Client Manager- Large Accounts
Senior Commercial Insurance Client Manager- Large Accounts. Minimum three (3) years of commercial property and casualty insurance experience in an account management capacity. California operations supports client administration, marketing, and retention of large, complex, and active accounts. Coord...
Commercial Account Manager
Senior Commercial Account Manager. We are working with a client who is seeking a Commercial Account Manager to join their growing team. Transportation Account Manager. Conduct comprehensive account reviews, analyzing exposures, coverage gaps, and loss trends to provide proactive risk management advi...