Commercial Lines Account Manager
BroadStreet Partners, Sacramento, CA, United States
We are actively recruiting for an experienced Commercial Insurance Account Manager to join the BroadStreet Partners team. This position will be working on a construction book of business. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.
This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee offices.
Our team is comprised of talented professionals who:
thrive in a high energy organization
have a desire to provide the highest quality of customer service
are committed to giving back to the communities in which we work and live
maintain the highest ethical standards
enjoy a culture that encourages life-work balance
value an inclusive, diverse work environment
Job Duties and Responsibilities Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
Experienced understanding of insurance industry a basic understanding of the overall company
Apply experienced knowledge and understand the extent and terms of the coverage offered
Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
Maintain current and accurate client data in the Agency Management System
Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
Resolve issues relating to accounting or client billing
Review and process pending cancellations and final cancellations
Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
Provide needed information to clients, carriers, Broker and other internal personnel
Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
Work towards a designation such as CISR or equivalent
Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License
Job Qualifications 5+ years insurance account management experience
Education – High school diploma required
Excellent organization and prioritization skills
Strong mathematical and analytical skills
Excellent written and oral communication skills
Required Certification – Property and Casualty Broker-Agent License
The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually.
#J-18808-Ljbffr
This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee offices.
Our team is comprised of talented professionals who:
thrive in a high energy organization
have a desire to provide the highest quality of customer service
are committed to giving back to the communities in which we work and live
maintain the highest ethical standards
enjoy a culture that encourages life-work balance
value an inclusive, diverse work environment
Job Duties and Responsibilities Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
Experienced understanding of insurance industry a basic understanding of the overall company
Apply experienced knowledge and understand the extent and terms of the coverage offered
Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
Maintain current and accurate client data in the Agency Management System
Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
Resolve issues relating to accounting or client billing
Review and process pending cancellations and final cancellations
Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
Provide needed information to clients, carriers, Broker and other internal personnel
Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
Work towards a designation such as CISR or equivalent
Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License
Job Qualifications 5+ years insurance account management experience
Education – High school diploma required
Excellent organization and prioritization skills
Strong mathematical and analytical skills
Excellent written and oral communication skills
Required Certification – Property and Casualty Broker-Agent License
The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually.
#J-18808-Ljbffr