Commercial Lines Account Manager

UCG Staffing
CA, United States
$75K-$95K a year
Permanent
Full-time

Job Overview :

Our highly regarded Insurance Agency is seeking a Commerical Lines Account Manager. To join their dynamic and growing their team.

This is a full-time, permanent position that offers a competitive compensation package, comprehensive benefits, and the flexibility to work from home.

Key Responsibilities :

  • Client Management :
  • Act as the primary point of contact for personal lines clients, providing expert advice and support on insurance products and services.
  • Maintain and grow relationships with existing clients through proactive communication, policy reviews, and risk assessments.
  • Handle client inquiries, policy changes, endorsements, and renewals in a timely manner.
  • Ensure client satisfaction by providing responsive service and solving any issues or concerns efficiently.
  • Policy Management :
  • Process new insurance policies, renewals, and modifications for personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance products.
  • Review client coverage needs and offer appropriate solutions based on risk assessment and carrier options.
  • Provide clients with quotes, coverage comparisons, and policy changes.
  • Claims Support :
  • Assist clients with the claims process, ensuring smooth communication between the client and the carrier.
  • Follow up with clients on claim progress and ensure their needs are met throughout the claims process.
  • Carrier Relations :
  • Develop and maintain strong working relationships with insurance carriers to negotiate favorable terms and pricing for clients.
  • Stay up to date on carrier offerings, underwriting guidelines, and market trends.
  • Compliance & Documentation :
  • Ensure all client files and communications are accurate, up-to-date, and comply with company and regulatory guidelines.
  • Utilize agency management systems (EPIC, AMS360, etc.) to document interactions, track policy details, and manage renewals.

Qualifications :

  • Education & Licensing :
  • High school diploma or equivalent required; Bachelor’s degree preferred.
  • P&C License required.
  • Experience :
  • Minimum of 2-3 years of experience in personal lines insurance or a related customer service role.
  • Proficiency with agency management systems such as EPIC, AMS360, or Applied is preferred.

Benefits :

  • Starting salary $75,000-$95,000 based on experience
  • Health, dental, and vision insurance
  • 401(k) with employer match
  • 6 hours ago
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