Commercial Lines Account Manager -Select Business Unit

SULLIVANCURTISMONROE INSURANCE SERVICES, LLC • Irvine, CA

222d

About The Position

Account Managers in the Select Business Unit provide essential support in establishing and nurturing client relationships. While they occasionally collaborate with Account Executives, they primarily focus on delivering comprehensive insurance coverage and ensuring diligent account servicing for clients.

Requirements

• High school diploma required
• Bachelor’s degree preferred
• Have at least 3 years Account Manager Experience
• Hold Current and Valid Property and Casualty Insurance License
• Proficient in Word, Excel, PowerPoint
• Performs functions on agency management systems proficiently
• Works as a team member to achieve department goals and overall company goals
• Demonstrates positive customer service skills internally and externally
• Maintains confidentiality of all information related to clients, customers, employees and carriers as appropriate

Nice To Haves

• Courses helpful to professional development, whether giving continuing education credits or not are encouraged

Responsibilities

• Build and maintain strong client relationships through exceptional service and proactive communication.
• Collaborate with Account Executives and work directly with clients to understand their needs and provide tailored insurance solutions.
• Manage all aspects of assigned accounts, including policy changes, renewals, endorsements, certificates of insurance, audits, and cancellations.
• Review policies for accuracy and address discrepancies or coverage gaps as needed.
• Prepare and present insurance proposals, renewal documents, and coverage summaries.
• Identify upselling and cross-selling opportunities to support account retention and growth.
• Maintain accurate and organized client records and documentation in the Agency Management System.
• Respond promptly and professionally to client inquiries, service requests, and concerns.
• Stay informed on industry trends, regulatory changes, and market conditions to support informed client recommendations.
• Support day-to-day service activities, including ordering motor vehicle records, reviewing loss runs, and managing documentation.
• Participate in ongoing training and professional development.
• Ensure compliance with all company policies, procedures, and applicable regulations.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees