Commercial Lines Account Manager

LP Insurance Services is an established and growing insurance brokerage firm located in Arizona, California, Nevada, New Mexico, and Oregon. We invest in our employees, clients, and communities—that’s the LP Difference. The success of our employees is our success. Let’s grow together!

Benefits

• 401k Plans with employer match, 100% vested after two years of service
• Medical, Dental, and Vision plans that fit your needs
• Short-Term and Long-Term Disability, plus Group Life Insurance at no cost to you
• Paid Time Off—take the time off you need without worrying about accruals
• Employee Assistance Program, including free counseling, legal advice, and more

About the role

The Commercial Insurance Account Manager provides above-standard customer service to clients, producers, account executives, and coworkers. The Account Manager is the primary contact for assigned accounts and works in a team environment to provide a full range of client services. If you have experience developing client relationships while thriving in customer service and like to have your work matter, this is the position for you!

Responsibilities

• Develop strong relationships with Commercial Lines Insurance clients and insurance company underwriters following company policies, procedures, and service standards
• Support large and complex commercial lines clients
• Review all insurance applications, policies, endorsements, cancellations, and audits for accuracy
• Maintain detailed documentation for all client transactions
• Investigate matters of significance for clients using independent judgment and discretion
• Manage and facilitate the full renewal process for assigned clients, including preparation of applications to insurance carriers, negotiation with underwriters, review and comparison of insurance carrier quotes, and preparation of proposals for clients
• Assist Sales Executive in identifying new business opportunities by adding new lines of coverage and recommending value-added services to clients
• Request referrals and cultivate relationships with new customers
• May supervise, lead, or mentor Account Managers and/or Account Assistants

Requirements

• Active Property & Casualty Insurance License as required by respective state, or the ability to obtain one within 60 days from date of hire
• Knowledge of commercial insurance coverage is essential
• Minimum 2-3 years’ Commercial Lines middle market account management experience with a broker is required
• Bachelor’s Degree in Business, Risk Management, Insurance, or other related field preferred but not required
• Strong attention to detail and accuracy, working with specific deadlines
• Skilled in producing strong written and verbal communication