Commercial Lines Insurance Account Manager

Bethany Insurance Agency IncSan Dimas, CA
just now$85,000 - $125,000Hybrid

About The Position

The Commercial Lines Insurance Account Manager will work with commercial and business clients to determine their insurance needs. This is a relationship-focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.

Requirements

  • Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance
  • Account management experience preferred
  • Valid state Property and Casualty License
  • Excellent communication and interpersonal skills
  • Excellent customer service skills
  • Thorough and keen attention to detail
  • Ability to remain calm under pressure and deal with a large workload
  • Ability to use the software utilized within the company

Nice To Haves

  • Account management experience preferred

Responsibilities

  • Help clients understand and determine their individual commercial line service needs
  • Oversee and manage client business, including policy changes, applications, and claims
  • Ensure maximum client retention and generation through relationship-building
  • Market new service offerings
  • Thoroughly researching and analyzing insurance policies
  • Arranging insurance policies in an understandable fashion
  • Working with Underwriters to adopt policies
  • Assisting clients in filing claims and throughout the claim process
  • Promoting new insurance policies to existing customers
  • Participating in continuing education programs in insurance
  • Maintaining a good relationship with business partners

Benefits

  • Generous Time Off (Paid Holidays, Vacation, Sick, etc.)
  • Safe Harbor 401K Plan
  • Medical, Dental, and Vision plans with high employer contribution
  • Casual work environment
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