Senior Commercial Account Manager

Location: Orange, CA (92867)

Responsibilities:
Account managers are the foundation of the agency, assisting with both transactional and relational aspects of the dynamic between policyholders, insurers, and agency personnel and perform the following, but not limited to

Proactively support the producer and grow and maintain the client relationship though providing high-level advice an excellence in service., and lead and manage a team of account managers. Must be analytical, detailed, scheduled, focused, reliable, think ahead and connect the dots. Excellent problem solver, strong coverage and market knowledge, great communicator, both oral and written.

High-Performance Team Meetings

Binders

Certificates of Insurance

Contribute to Client Retention through excellent service and follow through.

Build and maintain market relationships through marketing activities pre- and post-renewal.

Prepare written correspondence, reports and analysis as needed and document all correspondence in AMS360

Work with and assist accounting department on clients' aged receivables and account reconciliation

Deliver in-person presentations to clients in a professional and polished manner analysing their insurance program and risk management needs.

Requirement:

Experience: Minimum of 3 years of experience in commercial lines insurance account management or a related field.

Knowledge: Strong understanding of commercial insurance products, coverages, and endorsements.

Communication Skills: Excellent verbal and written communication skills, with the ability to effectively interact with clients and colleagues.

Analytical Skills: Strong analytical and problem-solving abilities, with the capacity to assess complex insurance needs.

Detail-Oriented: Keen attention to detail and accuracy in policy documentation and client communication.

Team Player: Ability to work collaboratively in a team environment, contributing to a positive and supportive work culture.

Innovation: Willingness to adapt to new technologies and processes to enhance efficiency and client service.

Retirement Plan

Tuition Reimbursement

Vision Insurance

Life Insurance

Health Insurance

Paid Time Off (PTO)

Performance Bonuses

Constant Internal; and External Education & Development

#J-18808-Ljbffr