Commercial Lines Account Manager
San Diego, CA, United States
Job Description
The Agency is recruiting a top-tier Commercial Lines Account Manager to join one of our esteemed clients in the region! As a Commercial Lines Account Manager, you will be responsible for serving our commercial clients' insurance needs. Your daily tasks will include:
Key Responsibilities:
•Determine customer requirements and expectations in order to help the customer identify specific products and solutions
•Must communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts
•Maximize positive customer experiences by responding to customer inquiries regarding the company's products or services
•Analyze, clarify, and resolve policy and account-related questions.
•Solicit, sell, and negotiate new business policies
•Assist Agency Producers with their new business
•Review renewal business and identify appropriate follow-up action based on degree of change
•Cross-sell/up-sell products to existing customers
•Retain clients at point of cancellation
•Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
•Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customer's needs.
•Prepare renewal packets for Producers
•Create New Business Packets
•Perform risk analysis and field underwriting
•Client/Claims liaison, Monitor Claims
Requirements
•Well organized and detail oriented
•Customer focused and sales-minded
•Ability to meet individual performance metrics and goals
•Able to handle multiple tasks and see them to successful completion
•Works well with Underwriters/Companies/Producers/Teams
•P&C and/or Life licensed
•Required 3-5 years of work experience within the insurance industry
•Proficient in Microsoft 365, Word, Excel, PowerPoint, etc.
•Ability to use professional vocabulary and grammar
•Keystroke 50 plus WPM with accuracy
Benefits
•Compensation - Salaried position with Commission and Bonus opportunities
•Group Medical
•Paid Sick Leave
•401K
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