Select Commercial Account Manager II

Bender Insurance Solutions • Roseville, CA

3d • Hybrid

About The Position

The Small Business Commercial Account Manager handles smaller to mid-sized commercial accounts, generally under $15,000 of combined property and casualty commission. The role covers account marketing, coverage and exposure evaluation, day-to-day servicing, and meeting clients’ service requirements. The position uses the Select Commercial Service Model and the Commercial Lines 130-day service timeline.

This is a hybrid position. The employee is expected to work full-time from the Main Office for the first 90 days, after which they may work remotely three days. Compensation is a base salary of $75,000–$85,000, based on experience. The package includes an annual company-profitability bonus, bonuses for up-selling and cross-selling, a full benefits package, unlimited vacation, and enrollment in Bender’s Employee Stock Ownership Plan (ESOP).

Requirements

• At least 4 years of commercial insurance experience, including strong knowledge of insurance terminology, concepts, and coverage.
• Property & Casualty Agents/Brokers License in good standing.

Nice To Haves

• Associate or Bachelor degree preferred.
• Alternatively, 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 continued skills and knowledge development.
• Screen and prepare accurate endorsement requests for Commercial Lines clients; review applications, policies, and audits.
• Communicate effectively 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.

Benefits

• Full benefits package
• Annual bonus based on company profitability
• Bonus on up-sell and cross-sell activities
• Unlimited vacation
• Enrollment in Bender’s Employee Stock Ownership Plan (ESOP)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed