Commercial Lines Account Manager
Company: AssuredPartners of California
Location: Rancho Cordova
Posted on: January 12, 2022
Leading Insurance Broker, AssuredPartners - California, is
seeking an Account Manager to add to their Commercial Lines
Salary: $75,000 - $90,000 (non-exempt) based on related
Locations: 1425 River Park Drive, Suite 226, Sacramento, CA 95815
(remote for two days per week)
Work Hours: Monday - Friday 8:00 AM to 5:00 PM PST
AssuredPartners - California has Excellent Benefits, including:
401K + match
Company-Paid Life and Disability Insurance
PTO and Paid Holidays
Voluntary Time Off
Commercial Lines Account Manager Role Summary:
The Account Manager provides customer service by handling the day
to day operations of clients' insurance needs. The Account Manager
will work with the Producers to design proper insurance and risk
management services for clients.
Commercial Lines Account Manager Requirements:
5+ years of related experience
Completion of Bachelor's Degree preferred but not required
Active P&C license
Advanced understanding of underwriting and insurance coverages.
Experience managing Construction and Cannibis accounts highly
Commercial Lines Account Manager Responsibilities Include:
Develops complete client information and applications for new and
renewal business under the direction of the Producer
Identifies and requests renewal exposures
Partners with Producer on New Business quotes and prospects to
secure new accounts
Guides clients through the renewal process, in conjunction with the
Producer and submits requests to carriers according to the renewal
process timetable. Follows up with carrier underwriters and
completes the appropriate renewal per Agency procedures.
Processes change requests/endorsements, binders, certificates,
account summaries, proposals, policies, lost policy releases, audit
and account balance status when requested.
Ensures that these items are given to client in a timely manner.
Initiates appropriate correspondence with carriers and clients.
Responds to requests from clients and insurance companies.
Maintains files with proper records according to company
procedures. Maintains good internal file audit results.
Assists in the development of strong business relationships with
appropriate insurance carrier personnel.
Recognizes and satisfies carrier goals and objectives in order to
enhance business relationships.
Ensures accuracy of account information for both new and renewal
policies, endorsements and audits for accuracy in rating, coverage,
signatures and enters these transactions to generate billing
invoices in a timely manner.
Reviews all premium audits according to Agency procedures
recognizing that the Agency must process in a timely manner.
Determines reasons for requests for cancellation and follows
cancellation procedures accordingly.
AssuredPartners is the fastest-growing independent insurance agency
in the U.S. Founded in 2011 as a national partnership of leading
independent property and casualty and employee benefits brokerage
firms, AssuredPartners is now one of the largest brokers in the
nation after acquiring over 325 agencies. AssuredPartners has
approximately 7,000 team members and offices in 40 states and two
countries reaching 1.5 billion dollars in revenue. As our company
continues to grow at a rapid pace, so do the opportunities for our
current and future employees.
Keywords: AssuredPartners of California, Rancho Cordova , Commercial Lines Account Manager, Executive , Rancho Cordova, California
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