Commercial Lines Account Manager

LP Insurance Services LLCPortales, NM
Onsite

About The Position

LP Insurance Services is an established and growing insurance brokerage firm, located in Arizona, California, Nevada, New Mexico and Oregon. We invest in our employees, clients and communities. The Commercial Insurance Account Manager provides above-standard customer service to Clients, Producers, Account Executives, and coworkers. The Account Manager is the primary contact for assigned accounts and works in a team environment to provide a full range of client services. This position is for individuals with experience developing client relationships while thriving in customer service and who want their work to matter.

Requirements

  • Active Property & Casualty Insurance License as required by respective state, or the ability to obtain one with 60 days from date of hire.
  • Knowledge of commercial insurance coverage is essential.
  • Minimum 2-3 years’ Commercial Lines middle market account management experience with a broker is required.
  • Strong attention to detail and accuracy, working with specific deadlines.
  • Skilled in producing strong written and verbal communication.

Nice To Haves

  • A Bachelor’s Degree in Business, Risk Management, Insurance, or other related field.

Responsibilities

  • Develop strong relationships with Commercial Lines Insurance clients and insurance company underwriters following company policies, procedures and service standards.
  • Supports large and complex commercial lines clients.
  • Review all insurance applications, policies, endorsements, cancellations, and audits for accuracy.
  • Maintain detailed documentation for all client transactions.
  • Investigate matters of significance for clients using independent judgment and discretion.
  • Manage and facilitate full renewal process for assigned clients including preparation of applications to insurance carriers, negotiation with underwriters, review and comparison of insurance carrier quotes and preparation of proposals for clients.
  • Assist Sales Executive in identifying new business opportunities by adding new lines of coverage and recommending value added services to our clients.
  • Requesting referrals and cultivating relationships with new customers.
  • May supervise, lead or mentor Account Managers and/or Account Assistants

Benefits

  • 401k Plans – with employer match, 100% vested after two years of service
  • Medical, Dental, and Vision – plans that fit your needs
  • Short-Term and Long-Term Disability, plus Group Life Insurance – at no cost to you
  • Paid Time Off – Take the time off you need, without worrying about accruals.
  • Employee Assistance Program – including free counseling, legal advice, and more

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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