Commercial Lines Account Manager

Job Description

Job Description

TITLE : Commercial Lines Account Manager - Client Service

LOCATION : San Jose, CA

SALARY : $85,000 - 100,000 (Depending on experience, qualifications, and training)

Plus comprehensive benefits package

SUMMARY

Provide and maintain excellent service to clients, and support commercial lines team and producers in processing all lines of commercial insurance in accordance with the agency guidelines and Agency Best Practices for service. Contractor, Manufacturing, and or Distribution client experience would be helpful as would experience with Applied EPIC or AMS 360

Independent Agency Employment / Experience Required

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Process renewals and incidental new business, cancellations, audits, and endorsement requests
• Issue certificates of insurance as necessary
• Initiate renewal meetings and be responsible for renewal process
• Negotiate coverages and premiums with carriers
• Provide producer and / or account executive with accurate renewal proposals
• Check policy coverages, endorsements and audits for accuracy
• Invoice policies, audits, endorsements, cancellations and other appropriate transactions
• Assist producer, accounting department and client in the reconciliation of client accounts
• Be responsible for account rounding
• Work efficiently and effectively in a team environment
• Project a positive attitude toward company and team goals
• Maintain excellent communication, attitude and rapport with internal and external clients
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
• Work with clients to become a 'trusted advisor' or 'consultant'
• Adhere to commercial lines procedures
• Apply problem solving techniques to various issues that may arise with carrier and clients
• Develop and maintain excellent relationships with our partners, carriers and vendors
• Demonstrate good judgment when handling complex issues

POSITION REQUIREMENTS

Education and / or Experience

Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and / or training.

Designations, Licenses

Must hold P&C insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.