Senior account manager Jobs in Fresno, CA

Job Description

Senior Commercial Lines Account Manager

Job Summary

Elevate your career with a supportive and forward-thinking company, where talents are recognized, rewarded, and celebrated! An established agency is looking for a Senior Commercial Lines Account Manager to join their team. Key responsibilities include servicing a book of business, handling policy changes, managing the renewal process, building & maintaining strong client relationships, and delivering top-notch service. If you're a results-driven professional with a passion for exceeding client expectations, this role is for you.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.

Qualifications / Requirements

Compensation Package

Disclaimer : Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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