Commercial Lines Senior Account Manager

INSURICA, Inc • Bakersfield, CA

1d • $70,000 - $95,000 • Onsite

About The Position

The Senior Account Manager is responsible for assisting in the production of new and renewal accounts, in keeping with agency and individual producer goals, and when necessary, provides field service in support of producer activities and maintains high service standards. This role involves marketing, servicing, developing, and retaining assigned accounts, meeting established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments. The position requires obtaining renewal information, completing applications, obtaining markets, delivering policies, coordinating efforts of loss control or other services, and resolving service issues. The Senior Account Manager will retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer, seeking the most cost-effective requested insurance coverages, preparing proposals, evaluating and recommending other lines of coverage, and providing additional resources for the client. They will also negotiate with insurance companies for the most proper coverage options, assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects, and perform all transactions and maintain client files on the agency management system. Additional duties include requesting renewals, endorsements, and other needed data from companies and insureds, soliciting Producer and Account Executive assistance when needed to issue coverage in a timely, efficient manner, and binding coverage within Agency Underwriting Authority. The role also involves checking new and renewal policies, endorsements, audits, and cancellations for accuracy and promptly handling them, maintaining files in an orderly, up-to-date manner, preparing Stewardship reports, and independently creating renewal proposals. The Senior Account Manager will conduct renewal meetings with customers on behalf of the Producer, review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions, and refer current and prospective clients to the Employee Benefits Department and the Personal Insurance Department for solicitation of those lines of business. Participation in seminars and other training to maintain required licenses and for knowledge and skill development is also expected. This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

Requirements

• 5-7 Years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing/rating preferred
• Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
• Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
• Strong presentation skills, with the ability to influence others
• Ability to interpret abstract information
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Nice To Haves

• College degree, CPCU, and CIC designations preferred
• Proven experience working with mid-size to large commercial lines customers preferred

Responsibilities

• Market (as needed), service, develop, and retain assigned accounts; meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
• Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
• Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed
• Negotiate with the insurance companies for the most proper coverage options
• Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
• Perform all transactions and maintain client files on the agency management system
• Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
• Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner
• Prepare Stewardship reports, as needed
• Independently create renewal proposals
• Conduct renewal meetings with customers on behalf of the Producer
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree