Job Description

Objective:

The primary function of this position is to provide exceptional service to existing clients, fulfilling new business opportunities for current clients (rounding out accounts) as well as new prospective clients as opportunity arise. The Commercial Account Manager will be the day-to-day liaison between the insurance company, agency, and its insureds. Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients’ account.

Responsibilities include:

• Build and maintain relationships with clients and team.
• Provide consistent, accurate, and timely communication through verbal and electronic correspondence.
• Process daily incoming email and phone requests, responding promptly and appropriately.
• Development of new business and renewal strategies – including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.
• Awareness and in-depth knowledge of current marketplace for account placement including, coverage enhancements, price negotiation, forms, policy terms, etc.
• Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.
• Order and issue binders, evidences of insurances, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Partner with support service provider PATRA to issue certificates of insurance as needed.
• Performs review and audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Handle cancellations with care, and acts to save accounts(if applicable)
• Renew and re-market accounts as needed in conjunction with agency standards.
• Maintain client files in agency management system and use AMS for processing all transactions.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. Must update the AMS accordingly using the provided guidelines.
• Determines if agency or direct billing and invoices accordingly. If an agency bill account requires financing, partner with preferred vendor.
• Other duties as assigned.

Qualifications:

• Minimum of 7 years prior insurance experience.
• Current P&C Brokers License in California.
• CIC Designation or advanced designation preferred.
• Proficiency in insurance coverages with strong working knowledge of complex issues and markets.
• Proficient computer skills particularly with Outlook, Microsoft Office, Zoom and Agency Management System (EPIC preferred)
• Proven effective direct presentation capabilities.
• Excellent interpersonal communication skills, verbal and written.
• Well organized multi-tasker. Ability to prioritize and self-manage work load. Detail oriented.
• Enjoys working in a team who strives to be their best, supports each other &aspires to reach goals.

Working Conditions:

• Work environment indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.

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