Commercial Lines Account Manager

Job Description

Job Description

This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $55,000 - $70,000 per year

A bit about us:

We are a stable company that has been in business for over 50 yrs. We have an amazing culture where we work hard and play hard.

Why join us?

Our value system guides everything we do – from strategic planning to day-to-day decision making, to the manner in which we treat our clients and stakeholders. We continue to invest in the development of our human capital and reward superior performance.

Job Details

The Commercial Lines Account Manager will perform the essential duties of assisting producers in servicing a book of business, including new and renewal marketing and placement. The ability to cultivate new business with both existing and new accounts is also a critical function of this position. The individual who fills this position is the link between the company, clients/prospects and the multiple insurance carriers represented by the company. Qualified candidates will have skills in the following key functional areas: Sales (account development and cross-selling); Client-Service (effective questioning, relationship management, problem resolution and client retentions); Business (prioritization, time management and critical thinking), and sound Commercial Insurance coverage knowledge (general liability, commercial property, commercial auto, workers compensation, and E&O. Additionally, a consistently friendly, professional, client-service and sales oriented personality along with a positive “can-do” demeanor are paramount.

Standards of Performance:

Actively supports and incorporates company mission and core values into daily activities.
Achieve sales, account development and client retention targets as set out in annual and semi-annual company plans.
Consistently demonstrates professionalism and exceptional customer service skills both internally and externally.
Maintains a positive and respectful demeanor.
Works as a team member to achieve department goals and overall company objectives.
Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the company.
Reports to work on time prepared to perform duties of position at a consistently high level.
Demonstrates a willingness to do whatever is required for betterment of the organization.
Essential Duties:

Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System.
Collect complete underwriting information from walk-in/telephone/on-line prospects.
Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.)
Prepare and distribute new business and renewal policies to clients.
Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross-selling/account rounding).
Intelligently discuss coverage inquiries/concerns/gaps with clients and prospective clients.
Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects.
Build and maintain rapport with brokers, clients and insurance carrier personnel.
Collect, process, and record new business deposit premiums.
Work on special projects that may be assigned by management as necessary.
Office Equipment / Software Used:

Microsoft Windows Operating System – must be proficient in MS Word, Excel, Power Point, Outlook, and other MS Office applications.
Inter-office network; Internet access; e-mail – internally, with carriers, and with prospects/clients/others.
Agency Management System (Applied Epic) and related programs.
Comparative rating software (EZlynx).
MVR, insurance score, Clue report software/website.
Telephone, fax, copier, printer, document scanner and binding machine.
Qualifications:

High school diploma (required); B.A./B.S. degree preferred.
Minimum of 2 years CSR/Account Management experience in insurance industry (required); experience in independent P&C insurance brokerage (required).
Must have an active P&C insurance license (required).
Candidates with CISR, CIC, CPCU, AAI, AIS or similar designations are preferred.
Knowledge of insurance industry and specific working knowledge of commercial lines and personal lines (required).
Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success.
Ability to prioritize multiple tasks in a fast-paced sales environment is crucial.
Must be detail oriented, thorough, organized and efficient in executing tasks.
Excellent communicative skills, both orally and in writing are essential.
Takes the initiative to solve internal and external client problems.
Must possess a positive, motivated attitude; results driven personality.
Anticipates and prioritizes responsibilities to meet critical deadlines.
Adapts quickly to change in systems, policies and procedures.
Continues to find ways to improve and streamline business processes and workflows.
Collects marketing data via phone calls/walk-ins/on-line inquiries to assess impact of marketing campaigns.
Strong Microsoft Word, Excel and PowerPoint skills.
Consistently looks for new challenges and opportunities to add value to both clients and organization.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.