Commercial Lines Account Manager Insurance Job

Job Description:

Duties

• Manages client renewal process including Exposure Analysis, Specification Preparation, Insurance Company Negotiations, Policy Check-In and Summary issuance.
• Assists Unit Manager and Account Executive with new business activities.
• Maintains client open items list and manages day to day client service and communications.
• Coordinates all support services.

Location: San Francisco, Los Angeles and other locations in California

Requirements

• Ability to market and service the insurance needs of commercial accounts.
• Understanding of commercial rating concepts.
• Minimum of 5 years of brokerage experience.
• Proven ability to organize and manage time in order to meet deadlines.
• Demonstrated ability to understand and execute oral and written instruction.
• Ability to communicate professionally with clients and develop strong client relationships.
• Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
• Understanding of general insurance accounting, including client invoicing.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.