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Commercial Lines Account Manager

Company: Jobot
Location: Costa Mesa
Posted on: January 15, 2021

Job Description:

If you are a Commercial Lines Sr. Account Manager, I need you!

This Jobot Job is hosted by Dana Stark
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.

A Bit About Us

We operate on principles of integrity, innovation, diligence, collaboration, and client advocacy. Two of the driving factors at our company are teamwork and respect. We operate in a team environment, whether it is for a specific producer, a certain division, or the company as a whole. More importantly, our goal is to treat everyone as a valued member of the team. A part of this involves our cross team collaboration, including support from the executive team, in which our employees continuously work together to help clients and remain updated about changes within the industry.



Why join us?


We have been recognized as one of the top workplaces in Orange County by the Orange County Register for three consecutive years (2016, 2017 and 2018). This award is presented to deserving companies based solely upon the feedback of their employees.

Job Details

Reports To Producer or Account Executive
Purpose To maximize client retention by providing superior
service to assigned clients. To maximize sales by assisting
the producer with placing and processing new
business.

Primary

Responsibilities 1. Perform all account transactions including applications,
quotations, ID cards, proposals, summaries, endorsements,
certificates, binders, billing, follow-up and correspondence
for assigned accounts.

  • Respond to client inquiries, incoming mail, company
    requests and all other producers' needs on a timely basis.
    • Collect renewal data on assigned accounts.
    • Review and order renewals according to agency
      producers. Document receipt of renewal and investigate
      non-renewals.
      • Survey policy coverage and identify cross-selling
        opportunities
        • Review, analyze and market applications to insurance
          carriers. Make market recommendations to producer(s).
          Follow agency---s marketing guidelines. Negotiate with
          carriers to create the best combination of coverage and
          premium.
          • Prepare quotations, coverage summaries/comparisons,
            proposals and recommendations needed to insure client---s or
            prospect---s understanding of coverage.
            • Participate in or direct special projects as assigned by
              Producer or Manager.
              • Provide leadership to team to ensure the most effective
                allocation of service resources that results in great client
                service.
                Senior Account Manager (continued)

                Qualifications --- Account Manager
                • Excellent people skills
                • Commitment to achieving the objectives of internal and external
                  Customers
                  • Minimum 2 years experience in a customer service position
                    with a retail broker/agent.
                    • Score at least 80% on the commercial lines test.
                    • Fire and Casualty license.
                    • Experience in working in an automated agency.
                    • Good oral and written communication skills.
                    • High school diploma or equivalent
                      Qualifications ---Senior Account Mgr - all of above AM qualifications PLUS
                      • Must have at least one of the following professional designations
                      • CIC
                      • CPCU
                      • ARM
                      • CRM
                      • Ability to lead the team
                      • Ability to travel locally to go visit clients.
                        Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Costa Mesa , Commercial Lines Account Manager, Executive , Costa Mesa, California

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