Senior Commercial Lines Account Manager

Responsibilities:

1. Account managers are the foundation of the agency, assisting with both transactional and relational aspects of the dynamic between policyholders, insurers, and agency personnel and perform the following, but not limited to;
2. Proactively support the producer and grow and maintain the client relationship though providing high-level advice an excellence in service., and lead and manage a team of account managers. Must be analytical, detailed, scheduled, focused, reliable, think ahead and connect the dots. Excellent problem solver, strong coverage and market knowledge, great communicator, both oral and written.
3. High Performance Team Meetings
4. Binders
5. Policies, endorsements
6. Certificates of Insurance
7. Surplus Lines Compliance
8. Contribute to Client Retention through excellent service and follow through.
9. Build and maintain market relationships through marketing activities pre- and post-renewal.
10. Prepare written correspondence, reports and analysis as needed and document all correspondence in AMS360
11. Work with and assist accounting department on clients' aged receivables and account reconciliation
12. Deliver in-person presentations to clients in a professional and polished manner analyzing their insurance program and risk management needs.

Requirement

1. Active California Property & Casualty License required.
2. Minimum of 5 years of experience in commercial lines insurance account management or a related field.
3. Strong understanding of commercial insurance products, coverages, and endorsements.
4. Excellent verbal and written communication skills, with the ability to effectively interact with clients and colleagues.
5. Strong analytical and problem-solving abilities, with the capacity to assess complex insurance needs.
6. Keen attention to detail and accuracy in policy documentation and client communication.
7. Ability to work collaboratively in a team environment, contributing to a positive and supportive work culture.
8. Willingness to adapt to new technologies and processes to enhance efficiency and client service.

Benefits

1. Annual Base Salary Based on Experience
2. Mon-Fri Schedule
3. Career Growth Opportunities
4. Retirement Plan
5. Tuition Reimbursement
6. Dental Insurance
7. Vision Insurance
8. Life Insurance
9. Health Insurance
10. Paid Time Off (PTO)
11. Performance Bonuses
12. Constant Internal; and External Education & Development