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About the Role
Exciting opportunity for a Commercial Lines Account Manager looking to join a leading insurance firm! A well-respected insurance agency wants to grow the team and is looking for a personable individual to manage an established book of business. Join a thriving and collaborative environment that genuinely wants to see you succeed!
Responsibilities
- Review and verify policies against submissions, quotations, and proposals.
- Implement proposal adjustments and quotation modifications resulting from client meetings with producers.
- Cross-reference endorsements with Account Executive requests.
- Prepare and submit applications, utilizing underwriting information provided by the producer.
- Proactively follow up with markets for quotations and issue auto ID cards.
- Develop comprehensive proposal booklets under the guidance of the Account Executive.
- Collaborate with Producers to provide insurance binders and secure client sign-off approvals.
Requirements
- 5+ years of proven experience as a Commercial Lines Account Manager, with extensive experience working with hospitality accounts
- Active Property & Casualty license
- In-depth knowledge of insurance products, markets, ratings, and underwriting procedures.
- Experience with Applied Epic is REQUIRED
Location
- CA
- OR
- NV
Work Type
- Occasional travel is required to the California office for training and team development.
Experience Level
- 5+ years
Salary/Compensations
- $75,000 - $100,000
Benefits
- Full suite of benefits package, including medical, dental, and life insurance
- Flexible Schedule
- 401(k) plan
- Generous paid time off and paid holidays
About the Company
- A well-respected insurance agency wants to grow the team and is looking for a personable individual to manage an established book of business.
- Join a thriving and collaborative environment that genuinely wants to see you succeed!