Commercial Lines Account Manager

Job Description

Job Description

United Agencies Burbank Insurance Services LLC is seeking a dedicated Commercial Lines Account Manager to join our team in Burbank, California. Our agency has embraced a hybrid remote work environment, offering the perfect balance between flexibility and connection with our local community. As a key player in our team, you will have the opportunity to provide exceptional service to our clients, build lasting relationships, and contribute to the growth of our agency.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Dental Insurance

Health Insurance

Life Insurance

Disability Insurance

Retirement Plan

Vision Insurance

Paid Sick Leave

Hybrid work schedule (Monday & Friday work from home)

Costco membership

gym membership

monthly lunches

Yearly Staff Day

Responsibilities

Client Management : Handle commercial client accounts, assess their insurance requirements, and provide expert advice.

Policy Analysis : Review existing insurance policies, identify coverage gaps, and recommend suitable insurance solutions.

Risk Assessment : Evaluate potential risks for clients' businesses and propose risk management strategies.

Customer Service : Deliver exceptional service to clients, responding to inquiries promptly and effectively.

Renewals and Updates : Manage policy renewals, updates, and modifications for commercial clients.

Relationship Building : Cultivate strong relationships with clients to enhance client retention and satisfaction.

Continuous Education : Stay abreast of industry trends, regulatory changes, and new products to provide up-to-date advice.

Requirements

Licensing : Active P&C License in California required, additional licenses are a plus.

Experience : 3 to 5 years Previous experience as a commercial lines insurance account manager

Applied Epic experience a big plus

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

Problem-Solving : Ability to analyze complex insurance needs and recommend appropriate coverage solutions.

Organizational Skills : Attention to detail, ability to manage multiple tasks and priorities effectively.

Team Player : Collaborative attitude, willingness to work in a team environment and support colleagues.

Technology Proficiency : Familiarity with insurance software, CRM systems, and Microsoft Office suite.