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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