Account Manager

Marsh McLennan•Sacramento, CA

8d•Hybrid

About The Position

Victor is seeking a talented individual to join their team as an Account Manager in Sacramento, California. This is a hybrid role requiring at least three days a week in the office. The ideal candidate will be an experienced insurance professional capable of delivering outstanding service and proactively driving new business growth. The Account Manager will be responsible for maintaining and deepening relationships with existing clients, re-marketing and placing renewals, and actively pursuing new opportunities within the California Forest & Logging market. Victor offers a flexible and casual environment with excellent benefits, focusing on a manageable workload to ensure consistent client service and business growth.

Requirements

California P&C insurance producer license (or able to obtain within 90 days of hire)
A minimum of 3 years’ combined experience in agency, brokerage, and/or commercial underwriting.
Strong familiarity with multiple lines of property & casualty coverage
Ability to interpret policy forms and explain insurance terms to clients.
Excellent oral and written communication skills
Proven experience working directly with clients and carriers
Proficiency with Microsoft Word and Excel.
Willingness to travel as needed.

Nice To Haves

Experience working with Forest & Logging clients
5+ years’ combined experience in agency, brokerage, and/or commercial underwriting.

Responsibilities

Correspond with clients in advance of policy expirations to gather submission data.
Prepare and submit new and renewal submissions to insurance carriers.
Negotiate quotes with carriers.
Prepare and send written proposals to clients.
Handle binding and invoicing to clients for renewals.
Review policies and endorsements for accuracy prior to sending to clients.
Solicit and engage prior and potential Forest & Logging clients in California.