Senior Commercial Lines Account Manager - Hybrid - Walnut Creek, CA

Insurance ReliefWalnut Creek, CA
$125,000 - $175,000Hybrid

About The Position

The Company: Looking for your next career move? We have a great opportunity for a Senior Commercial Lines Account Manager at a well-established insurance agency! With its 30+ years of building a trusted reputation in the industry, this agency seeks a strong professional to be a part of its continued growth and success.

Requirements

  • Active Property & Casualty license
  • Proficiency with AppliedEpic, Microsoft Office, Outlook, carrier websites, and other software systems as needed for the position

Nice To Haves

  • 7-10+ years of experience as a Commercial Lines Account Manager at a retail brokerage
  • Experience with real estate accounts is a plus!

Responsibilities

  • Create positive relationships with carriers and clients
  • In-depth knowledge of various insurance coverages, products, and agency procedures
  • Ability to effectively assess risk
  • Initial review of policies and preparation of coverage breakdowns
  • Respond to all inquiries from insureds regarding coverage, policy changes, premium payments, and related matters
  • Prepare the applications for submission with underwriting information provided by the producer
  • Create the proposal under the direction of the Account Executive

Benefits

  • medical, dental, and vision insurance
  • Paid time off and paid holidays
  • 401(k) plan with matching
  • Educational Assistance (continuing education, training, etc.)
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