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Commercial Lines Account Manager

Commercial Lines Account Manager

The Demarco GroupSan Jose, CA, US
7 days ago
Job type
  • Full-time
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 :

  • Minimum 2 years of commercial lines account management experience
  • Bachelors degree preferred
  • Hold an appropriate Property and Casualty Agent / Broker license in good standing
  • Experience with Applied Epic preferred
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    Commercial Lines Account Manager • San Jose, CA, US

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