Commercial Account Manager

Job DescriptionJob Descriptionn

Commercial Insurance career opportunity with established Insurance Brokerage

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For more than 34 years, our team of professionals have worked with all lines of Insurance Coverage and specialized Risk Management services. We are a growing and dynamic organization, looking for sharp, professional, licensed, Account Managers to join our team.

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Advantages of working with our team:

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• Specialized markets and programs
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• Support staff with experience in a niche industry
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• Cross-sales & new business opportunities
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JOB SUMMARY

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Perform the essential functions of a primary support role for assigned insured clients within a target market. Provide positive interaction, with prompt, accurate and courteous service to Clients; Account Executives and Producers; Marketing and Carrier Representatives. Grow and develop talents and insurance knowledge to the highest level possible, through a combination of educational programs and experiential (on-the-job) training.

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DUTIES AND RESPONSIBILITIES

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• Assume responsibility for designated insured accounts;
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• Review policies, endorsements, audits and applications for accuracy;
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• Document discrepancies/errors and request corrections from insurance carrier;
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• Prepare and send endorsement requests to carriers;
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• Request property valuation reports;
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• Request updated renewal information, from insured clients;
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• Create & update spreadsheets, using Excel;
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• Prepare account submissions, which includes completing applications, supplemental forms and other information needed for policy renewal;
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• Assist in preparing proposals and associated materials for Sales presentations;
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• Obtain binding conditions/subjectivities from clients;
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• Delegate specified tasks and assignments to Assistant Account Managers, as appropriate
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• Issue Certificates of Insurance with appropriate corresponding, required documents upon request;
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• Attach documents in Agency Management System;
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• Invoice endorsements, audits and policies;
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• Maintain a suspense system to follow up on outstanding items in a timely manner;
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• Maintain electronic files in an orderly, up-to-date manner;
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• Service accounts in a manner to eliminate E&O exposures;
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• Maintain regular, pro-active communication with service team members;
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• Assume other job responsibilities as assigned
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Knowledge, Skills & Abilities:

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EDUCATION, EXPERIENCE, KNOWLEDGE

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• Bachelor's degree (BS/BA) is ; or equivalent combination of education and insurance experience.
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• Commercial insurance experience is required.
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• CA Property and Casualty Broker License is required.
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QUALIFICATIONS

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• Effective oral and written communication skills;
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• Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts;
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• Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations
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• Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages
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• Ability to solve practical problems and deal with a variety of concrete variables
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• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
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• Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance
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• Proficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, the agency management (TAM) software system and office equipment
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• Type 45-50 wpm
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• Professional work ethic
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Benefits: n

Our Compensation Package includes:

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• 401 K Plan
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• Group medical, dental, life, vision & supplemental insurance plans
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• Paid time off
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• Continuing education benefits
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• Flexible scheduling and telecommuting options
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• Excellent work environment
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