Commercial Lines Senior Account Manager
About The Position
LP Insurance Services is an established and growing insurance brokerage firm operating in Arizona, California, Nevada, New Mexico, and Oregon. The Commercial Lines Senior Account Manager develops and sustains relationships with existing clients and may generate new business revenue. Working with Producers, Account Executives, and/or Account Managers, this role provides prompt, accurate, and courteous service to clients and company personnel. The position is generally responsible for essential functions and duties on the company’s largest and most complex commercial lines accounts. The role manages assigned commercial lines accounts, including large and complex client relationships, and supports the full renewal process. It may also help identify new business opportunities, cultivate new customer relationships, and supervise, lead, or mentor Account Managers and Account Assistants.
Requirements
- Advanced knowledge of commercial insurance coverage and products.
- At least 5 years of Commercial Lines middle-market account management experience with a broker.
- Active Property & Casualty insurance license.
- Certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Construction Risk and Insurance Specialist (CRIS), or a similar insurance designation.
- Strong attention to detail and accuracy, including the ability to work to specific deadlines.
- Strong written and verbal communication skills.
Nice To Haves
- Bachelor’s degree in Business, Risk Management, Insurance, or a related field.
Responsibilities
- Service assigned Commercial Lines accounts and assist with collections in accordance with agency policies, procedures, and service standards.
- Support large and complex commercial lines clients.
- Review insurance applications, policies, endorsements, cancellations, and audits for accuracy.
- Maintain detailed documentation of client transactions.
- Investigate significant client matters using independent judgment and discretion.
- Manage and facilitate the full renewal process for assigned clients, including preparing applications for insurance carriers, negotiating with underwriters, reviewing and comparing carrier quotes, and preparing client proposals.
- Assist the Sales Executive in identifying new business opportunities by adding lines of coverage and recommending value-added services to clients.
- Request referrals and cultivate relationships with new customers.
- Supervise, lead, or mentor Account Managers and/or Account Assistants.
Benefits
- 401(k) plan with employer match; 100% vested after two years of service.
- Medical, dental, and vision plans.
- Short-term and long-term disability insurance and group life insurance at no cost to the employee.
- Paid time off without accrual requirements.
- Employee Assistance Program, including free counseling and legal advice.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
