Commercial Lines Account Manager

Job Description

We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years.

The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.

Key Responsibilities :

• Market and Manage Policies : Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts)
• Submission Preparation : Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients.
• Marketing Results : Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients.
• Policy Binding : Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements.
• Collaboration : Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives.
• Client Communication : Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction.

Qualifications :