Sr. Commercial Insurance Account Manager

Title: Sr. Commercial Insurance Account Manager

Salary: $100,000k - $115,000k + bonus and excellent benefits package

* This position is based out of our clients San Francisco, CA office. Position is 100% REMOTE but must be able to accommodate PST working hours.

Our client, a Top 10 Property & Casualty Insurance Broker is a seeking an experienced Sr. Commercial Lines Account Manager to join their growing team. This position is based out of their San Francisco, CA office - 100% REMOTE but you must be able to accommodate a PST work schedule/hours. Open due to growth and the ideal individual will have experience managing a middle market & large lines, multimillion-dollar book of business, managing the pre & post renewal cycle, and will be interacting with clients on a daily basis while focusing on retention of the book of business. Will have a team of junior account managers to provide support on the book.

If interested, please send resume to sschneider@solomonedwards.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Build and expand relationships with clients by addressing the client’s needs, including the identification and resolution of underwriting or policy issues.
• Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Manage the delivery of services for clients, leading multiple client teams in the planning, execution and successful management of services.
• Handling renewals, service requests, claims, billing and new policies including marketing of renewal business.
• Service & monitor accounts and disseminate account activity.
• Build and solidify relationships with carriers through interaction on assigned accounts.
• Manage the renewal process for all assigned clients including reviewing loss information, aiding in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing and preparing the renewal proposal and binders.
• Always sell or reach out for new business opportunities to grow your current book of business by asking for referrals.
• Market renewals & new business as well as collaborate with marketing department.
• Review all applications, policies, endorsements and audits for accuracy.
• Complete loss/claim analysis and summaries.
• Document conversations and information provided to and for clients.
• Communicate and share information with fellow associates regarding coverage issues, market availability and market conditions.
• Utilize system capability (EPIC) and properly to maintain complete and accurate data and documents.

Qualifications:

• MUST be able to work PST work schedule.
• MUST have an active Property & Casualty license (REQUIRED).
• Bachelor's Degree (not required).
• Proficient with Excel (SOVs, policy comparison, premium comparisons, etc.).
• 5+ years of Commercial Lines Account Management experience.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

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