Commercial Lines Account Manager - Sacramento, CA

Insurance Relief•San Francisco, CA

54d•$75,000 - $90,000

About The Position

Commercial Lines Account Manager - Insurance - Sacramento, CA Are you a highly motivated and experienced Commercial Lines Account Manager seeking a rewarding opportunity to advance your career? A respected insurance agency is expanding its team and seeking a dedicated professional to collaborate with the team and manage an established book of business. If you thrive in a positive work environment and value work-life balance, this could be an excellent fit for you. What's in it for you? Competitive annual salary: $75,000 - $90,000, commensurate with experience Full benefits package, including medical, dental, and life insurance 401(k) matching Generous Paid Time Off

Nice To Haves

Experience: 3-5+ years of proven experience as a Commercial Lines Account Manager, with extensive experience working with national carriers.
Licensure: Active Property & Casualty license
Expertise: In-depth knowledge of insurance products, markets, ratings, and underwriting procedures.
Technical Proficiency: Familiarity with Applied Epic, agency management software, Microsoft Office Suite, carrier websites, and other relevant software systems.

Responsibilities

Review and verify policies against submissions, quotations, and proposals.
Implement proposal adjustments and quotation modifications resulting from client meetings with producers.
Cross-reference endorsements with Account Executive requests.
Prepare and submit applications, utilizing underwriting information provided by the producer.
Proactively follow up with markets for quotations and issue auto ID cards.
Develop comprehensive proposal booklets under the guidance of the Account Executive.
Collaborate with Producers to provide insurance binders and secure client sign-off approvals.