Jobs · Finance · California

Commercial Lines Senior Account Manager

LP Insurance Services · Sacramento, CA · 3 wk ago
On-siteFinanceFull-time

About the role

The Commercial Lines Senior Account Manager is responsible for developing and sustaining strong relationships with existing clients, and may at times generate new business revenue. This position works in conjunction with Producers, Account Executives, and/or Account Managers on a full range of client services by providing prompt, accurate, and courteous service to clients and other company personnel.

Responsibilities

  • Develop and sustain strong relationships with existing clients.
  • Aid in collections in accordance with agency 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 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 our clients.
  • Request referrals and cultivate relationships with new customers.
  • Supervise, lead, or mentor Account Managers and/or Account Assistants.

Requirements

  • Advanced level knowledge of commercial insurance coverage and products is essential.
  • Minimum 5 years' Commercial Lines middle market account management experience with a broker is required.
  • Active Property & Casualty insurance license required.
  • Requires certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Construction Risk and Insurance Specialist (CRIS), or a similar insurance designation.
  • We prefer, but do not require, a Bachelor’s Degree in Business, Risk Management, Insurance, or other related field.
  • Strong attention to detail and accuracy, working with specific deadlines.
  • Skilled in producing strong written and verbal communication.

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.

Pay

Competitive salary.

Schedule

Flexible schedule to accommodate client needs.

Qualifications

  • Advanced level knowledge of commercial insurance coverage and products is essential.
  • Minimum 5 years' Commercial Lines middle market account management experience with a broker is required.
  • Active Property & Casualty insurance license required.
  • Requires certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Construction Risk and Insurance Specialist (CRIS), or a similar insurance designation.
  • We prefer, but do not require, a Bachelor’s Degree in Business, Risk Management, Insurance, or other related field.
  • Strong attention to detail and accuracy, working with specific deadlines.
  • Skilled in producing strong written and verbal communication.

Skills

  • Advanced knowledge of commercial insurance coverage and products.
  • Experience in managing and sustaining relationships with clients.
  • Ability to review and audit insurance applications and policies.
  • Proficiency in negotiating with insurance carriers and preparing proposals.
  • Strong communication skills, both written and verbal.

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.

Equal Opportunity Employer

LP Insurance is an Equal Opportunity Employer. All applicants will be considered for employment without regard to actual or perceived race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, medical condition, pregnancy, genetic information, marital status, amnesty, or status as a covered veteran or any other characteristic protected by applicable federal, state or local laws. We look forward to working with you!

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