Commercial Insurance Account Manager

The Jonus Group•Orange, CA

5d•$80,000 - $110,000

About The Position

Seeking a skilled and dedicated Commercial Insurance Account Manager to join a team. In this role, you will play a key part in managing client relationships, delivering exceptional customer service, and ensuring that clients’ commercial insurance needs are met with professionalism and efficiency. The ideal candidate will have strong interpersonal and organizational skills, with the ability to handle a variety of tasks in a fast-paced environment.

Requirements

Proven experience as an account manager, customer service representative, or similar role within the commercial insurance industry.
Knowledge of commercial insurance products, coverages, and regulatory requirements.
Strong communication and interpersonal skills, with the ability to work with a diverse group of clients and team members.
Exceptional organizational and multitasking abilities; able to prioritize tasks to meet deadlines.
Proficiency in using agency management software and MS Office Suite (Word, Excel, Outlook).
Holds an active P&C (Property and Casualty) insurance license.
Detail-oriented with problem-solving skills and a commitment to delivering high-quality service.

Responsibilities

Build and maintain relationships with existing clients to ensure their satisfaction and retention.
Provide expert consultation and guidance on commercial insurance coverage options, ensuring clients have adequate protection tailored to their needs.
Process new insurance policies, renewals, endorsements, and cancellations efficiently and accurately.
Assist clients with filing claims, including gathering necessary information and coordinating with insurance carriers.
Serve as the point of contact to resolve client inquiries and address coverage questions in a timely and professional manner.
Stay informed about industry trends, regulation changes, and new insurance products to offer clients the best solutions.
Collaborate with underwriters, brokers, and other team members to ensure seamless communication and policy management.
Monitor and track expiration dates to ensure timely renewals and prevent lapses in coverage.
Identify cross-selling opportunities to provide clients with additional value and strengthen their insurance portfolios.
Maintain compliance with all regulatory and company standards.