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.