Commercial Lines Senior Account Manager

Sullivan Curtis Monroe Insurance Svs • Irvine, CA

5d

About The Position

Senior Account Managers provide essential support to the Account Executives by delivering comprehensive insurance coverage and account servicing to more intricate and high-value clients. Senior Account Managers will participate in client meetings and serve as mentors, imparting their expertise and providing training to agency staff.

Requirements

• Bachelor's degree in business, finance, risk management, or other related fields is preferred.
• A minimum of 7 years of relevant experience in the insurance industry, with a focus on commercial lines account management.
• Hold current and valid Property and Casualty insurance license.
• Hold at least one professional designation, such as CIC, CPCU, CRM or other relevant programs or the ability and willingness to attain designation within 18 months.
• In-depth understanding of commercial insurance products, coverages, and policies.
• Excellent communication and customer service skills, with the ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills to conduct risk assessments, analyze coverage needs, and propose suitable solutions.
• Ability to manage multiple client accounts simultaneously, ensuring accurate and timely policy processing and documentation.
• Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
• Proficiency with the Microsoft Office Suite.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Nice To Haves

• Prior experience with AMS 360 and Image Right preferred.

Responsibilities

• Provide crucial support to Commercial Lines Account Executives in nurturing and maintaining client relationships, both new and existing.
• Collaborate with Sales Executives to understand client needs and offer comprehensive insurance coverage options.
• Deliver exceptional customer service in a fast-paced environment, ensuring high levels of client satisfaction.
• In partnership with the service team, ensure the accurate and timely processing of policy changes, renewals, endorsements, and other administrative tasks related to assigned accounts.
• Take charge of policy renewals, negotiating terms with underwriters, and addressing coverage gaps or changes as necessary.
• Collaborate with the Account Executives to develop and execute strategies to meet business objectives and revenue targets.
• Assist in preparing and presenting insurance proposals and presentations to clients.
• Assist in identifying upselling and cross-selling opportunities to maximize account retention and growth.
• Collaborate with Sales Executives to identify and pursue new business opportunities, participating in client meetings and presentations as necessary.
• Stay updated on industry trends, regulations, and market conditions to provide informed recommendations to clients and Account Executives.
• Maintain organized and accurate client records, documentation, and communication through the Agency Management System.
• Respond promptly to client inquiries, concerns, and service requests, resolving issues professionally and efficiently.
• Engage in ongoing training and professional development activities to enhance knowledge and skills relevant to the role.
• Serve as mentor, sharing expertise and provide training to agency staff.
• Comply with company policies, procedures, and regulatory requirements to uphold operational standards and maintain ethical business practices.
• All other duties as assigned.

Benefits

• The estimated base salary range for this full-time position is $110,000 - $120,000 annually.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior