Select Commercial Account Manager I

Bender Insurance Solutions•Roseville, CA

2d•Hybrid

About The Position

The Small Business Commercial Account Manager performs account marketing, coverage and exposure evaluation, day-to-day servicing, and other duties to ensure client service requirements are met for Select Business Accounts. The role handles smaller to mid-sized commercial accounts, generally under $15,000 of combined P&C commission, using the Select Commercial Service Model and the Commercial Lines 130 day service timeline. This is a hybrid position. The employee is expected to work from the Main Office full-time for the first 90 days; afterward, they may work remotely three days. Compensation is a base salary of $65,000–$75,000, based on experience, with annual bonuses based on company profitability and bonuses for up-sell and cross-sell activities. The position includes a full benefits package, unlimited vacation, and enrollment in Bender’s Employee Stock Ownership Plan (ESOP).

Requirements

Minimum of 2 years of commercial insurance experience.
Strong knowledge of insurance terminology, concepts, and coverage.
Property & Casualty Agents/Brokers License in good standing.

Nice To Haves

Associate or bachelor’s degree preferred, or completion of an Insurance Study Program resulting in at least one of these designations: AIS, ARM, CRM, CPCU, CIC, CISR, CISC, or AIN.

Responsibilities

Manage binding, invoicing, policy checking, and processing audits accurately.
Collaborate with Producers on client renewal strategies, prepare submissions, and deliver proposals for existing Commercial Lines clients.
Attend seminars and classes for continuous skill and knowledge development.
Screen and prepare accurate endorsement requests for Commercial Lines clients; review applications, policies, and audits.
Maintain effective communication with Producers, promptly handle suspense items, and inform them of significant account activity.
Contribute to cross-selling efforts, evaluate new product opportunities, and participate in process training for new hires.
Maintain a policy-per-account average of 2.5 or greater.
Perform account marketing, coverage and exposure evaluation, and day-to-day servicing to meet client service requirements.