Commercial Lines Account Manager - Hybrid - Sacramento, CA
Insurance Relief•Sacramento, CA
•Hybrid
About The Position
A top insurance agency wants to add a Commercial Lines Account Manager to its growing team! This agency values its clients and is committed to providing the best customer experience. You will have the opportunity to join an experienced team of Account Managers who also have the support of Assistant Account Managers to help contribute to a better work-life balance.
Requirements
- At least 3+ years of Commercial Lines Account Manager experience
- Active Property & Casualty license
- Extremely knowledgeable of insurance products, markets, ratings, and underwriting procedures
- Familiar with Applied Epic, and/or agency management software, Microsoft Office, carrier websites, and other software systems as needed for the position
Responsibilities
- Check policies with submission, quotation, and proposals
- Create the proposal booklets under the direction of the Account Executive
- Make any proposal adjustments and quotations from client meetings with the producer
- Check endorsements against Account Executive requests
- Collaborate with Producers to provide binders of insurance and get approval for client sign-off
- Prepare applications for submission with underwriting information provided by the producer
- Follow up with Markets for quotations and issue auto ID cards
Benefits
- Paid time off
- Paid holidays
- 401(k) matching
- 100% employer-paid benefits: medical, dental, and vision
- Career growth opportunities
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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
