Commercial Lines Insurance Account Manager
Bethany Insurance Agency, San Dimas, CA, United States
100% onsite for the first 90 days, hybrid schedule after 90 days.
Monday through Friday, 8:30 am - 5:30 pm
Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remote
Job Summary Commercial Lines Insurance Account Manager will work with commercial clients to determine their insurance needs. This is a relationship‑focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.
Responsibilities and Duties
Help clients understand and determine their individual commercial insurance needs
Oversee and manage client business, including policy changes, applications, and claims
Ensure maximum client retention and generation through relationship building
Market new service offerings
Thoroughly research and analyze insurance policies
Arrange insurance policies in an understandable fashion
Work with Underwriters to adapt policies
Assist clients in filing claims and throughout the claims process
Promote new insurance policies to existing customers
Participate in continuing education programs in insurance
Maintain a good relationship with business partners
Qualifications and Skills
Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance
Valid state Property and Casualty License
Excellent communication and interpersonal skills
Thorough and keen attention to detail
Ability to remain calm under pressure and deal with a large workload
Ability to use the software utilized within the company
#J-18808-Ljbffr
Monday through Friday, 8:30 am - 5:30 pm
Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remote
Job Summary Commercial Lines Insurance Account Manager will work with commercial clients to determine their insurance needs. This is a relationship‑focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.
Responsibilities and Duties
Help clients understand and determine their individual commercial insurance needs
Oversee and manage client business, including policy changes, applications, and claims
Ensure maximum client retention and generation through relationship building
Market new service offerings
Thoroughly research and analyze insurance policies
Arrange insurance policies in an understandable fashion
Work with Underwriters to adapt policies
Assist clients in filing claims and throughout the claims process
Promote new insurance policies to existing customers
Participate in continuing education programs in insurance
Maintain a good relationship with business partners
Qualifications and Skills
Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance
Valid state Property and Casualty License
Excellent communication and interpersonal skills
Thorough and keen attention to detail
Ability to remain calm under pressure and deal with a large workload
Ability to use the software utilized within the company
#J-18808-Ljbffr