Commercial Lines Account Manager
Have you got what it takes to succeed The following information should be read carefully by all candidates.
Overview
Our business continues to grow and we are seeking to add an experienced PC Account Manager to join our Commercial Lines, the brokerage team.
We are located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property / casualty insurance services to middle-market commercial clients in the western U.S.
We specialize in insurance programs for a variety of industries including construction development, food beverage, life sciences technology, manufacturing, real estate property management, service, solar / renewable energy, and wholesale retailers.
Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.
Our highly skilled Account Managers build strong professional relationships with our clients that result in a high level of business retention.
These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients.
We are interested in finding a person who shares our values and dedication to customer service.
Responsibilities
The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of three to seven years of insurance agency experience in an account management role.
Experience managing commercial construction accounts are preferred.
A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.
Qualifications
- This position requires a Bachelor’s degree, professional certification, or equivalent training and education
- Minimum 3 years of work experience in Property Casualty and customer service.
- Exceptional written and verbal communication skills are required.
- Applied (EPIC) agency system experience is highly desirable.
- Must be proficient in Microsoft Office including, Word, Excel, and Outlook.
- Proven ability to meet deadlines and possess strong analytical and organizational skills.
- A California insurance license is essential.
- Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.
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