Commercial Lines Account Manager

Job Description

Job Description

A Folsom based insurance agency specializing in all lines of insurance is seeking a Commercial Lines Insurance Account Manager. The ideal candidate will have a high standard for customer service commitments. If you are a dedicated worker with problem-solving skills, we want to talk to you! Our employees are our number one asset and that is why we offer such competitive compensation and benefits package. We are growing quickly and are looking for someone eager to learn and grow with us.

Essential Duties and Responsibilities :

• Prepares summaries of insurance, schedules and proposals as needed
• Re-markets renewals, contacts clients, creates renewal proposals and works with the producer to renew the account. Accounts are submitted to market 90 days prior to renewal.
• Renews policies following agency standards
• Documents all activities and changes in agency management system
• Work as a team with producers to assemble, market and place coverage for new clients Qualifications :
• 5+ years Commercial Lines Experience
• Excellent customer service and interpersonal skills
• Self-motivated and can work independently
• Applied TAM experience a requirement
• Ability to follow directions with minimal supervision and prioritize while using time efficiently
• Must be proficient with Microsoft Outlook, Excel, and Word
• CA Department of Insurance Fire and Casualty License required