Job Description

Job Description

Job Description

Work for an established firm with great growth potential!

This Jobot Job is hosted by: Jonathan Santo
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $80,000 - $120,000 per year

A bit about us:

As a trusted and well-established insurance agency with a long-standing presence since 1925, we serve a wide range of clients across all 50 states. Our expertise includes risk management, insurance solutions, bonding, employee benefits, and financial services. Our diverse clientele spans industries such as manufacturing, construction, distribution, and transportation, among others. Built on a foundation of personalized service and decades of experience, we exceed industry standards in providing tailored solutions. Our comprehensive approach ensures seamless coverage, faster service, and unwavering dedication to both individual and business needs, from local operations to global enterprises.

Why join us?

• Great company culture
• Competitive salary
• Talented and tenured team
• Great comprehensive benefits
• Remote flexibility

Job Details

Job Details:
We are currently seeking a dynamic, detail-oriented, and experienced Commercial Lines Account Manager to join our thriving team in the Finance industry. This is a permanent position that offers an excellent opportunity to manage a diverse portfolio of commercial accounts. The successful candidate will have a strong background in operations, underwriting, customer service, and account management. They will be responsible for managing all aspects of client service, including renewals, policy changes, proposals, applications, and certificates. This role requires a deep understanding of commercial coverages and procedures, and a commitment to providing exceptional customer service.

Responsibilities:

1. Manage a portfolio of commercial accounts, ensuring all client needs are met in a timely and professional manner.
2. Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring client retention.
3. Review and analyze client's existing coverages, identifying gaps and making recommendations for improvements.
4. Prepare and present proposals to clients, explaining the details of coverages and benefits.
5. Process policy changes, renewals, applications, and binders in accordance with company procedures.
6. Issue certificates of insurance and manage policy documentation.
7. Collaborate with underwriting team to ensure accurate and efficient policy issuance.
8. Assist clients with claims process, acting as a liaison between clients and insurance carriers.
9. Keep up-to-date with industry trends and developments, ensuring compliance with all relevant regulations and standards.
10. Participate in regular team meetings and contribute to the continuous improvement of our operations and procedures.

Qualifications:

1. A minimum of 5 years of experience in a similar role within the Finance industry.
2. Proven experience in operations, underwriting, customer service, and account management.
3. Extensive knowledge of commercial coverages, procedures, and regulations.
4. Excellent interpersonal and communication skills, with a strong customer service orientation.
5. Ability to analyze complex information and make sound decisions.
6. Proficient in the use of standard office software and industry-specific systems.
7. Professional insurance designation (e.g., CIP, CRM) is an asset.
8. Experience in life and health insurance, with a strong understanding of benefits, is preferred.

This is a fantastic opportunity for a seasoned Commercial Lines Account Manager to grow their career within a supportive and dynamic team. If you are passionate about providing outstanding service and have a knack for managing complex commercial accounts, we would love to hear from you. Apply today!

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

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Job Tags

Permanent employment, Local area,

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