The Demarco Group
Commercial Lines Account Manager
The Demarco Group, San Mateo, California, United States, 94409
We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years.
The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.
Key Responsibilities: Market and Manage Policies:
Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts) Submission Preparation:
Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients. Marketing Results:
Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients. Policy Binding:
Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements. Collaboration:
Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives. Client Communication:
Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction. Qualifications: Minimum 2 years of commercial lines account management experience Bachelors degree preferred Hold an appropriate Property and Casualty Agent/Broker license in good standing Experience with Applied Epic preferred
The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.
Key Responsibilities: Market and Manage Policies:
Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts) Submission Preparation:
Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients. Marketing Results:
Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients. Policy Binding:
Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements. Collaboration:
Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives. Client Communication:
Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction. Qualifications: Minimum 2 years of commercial lines account management experience Bachelors degree preferred Hold an appropriate Property and Casualty Agent/Broker license in good standing Experience with Applied Epic preferred