Commercial Lines Account Manager -Select Business Unit

Sullivan Curtis Monroe Insurance Svs•Irvine, CA

3d•$78,000 - $82,000•Onsite

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. Standards of Performance Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities. Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information. Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement. Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions. Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices. Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Requirements

High school diploma required
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
Must complete all required continuing education hours for the state in which licenses are held; in areas related to your job function (or future position desired). Courses helpful to professional development, whether giving continuing education credits or not are encouraged
Must have the ability to push, pull, lift and or carry up to 25 pounds

Nice To Haves

Bachelor’s degree preferred

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.