8 дней назад
Account Manager (Commercial Lines)
75 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager (Commercial Lines): Managing policy maintenance, client service, insurance marketing, claims follow-up, and account renewals for mid-size to large commercial accounts with an accent on risk management, coverage analysis, and client retention. Focus on evaluating carrier fit, preparing proposals, resolving complex client needs, and mentoring junior commercial lines staff.
Location: Costa Mesa, California, United States; on-site presence required
Salary: $75,000–$90,000 base compensation annually
Company
is a global fintech and insurance services company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions.
What you will do
- Manage policy maintenance and day-to-day service for assigned mid-size to large commercial accounts.
- Build client relationships, support retention and renewal goals, and identify opportunities to expand coverage.
- Review client exposures and insurance programs with client advisors to evaluate coverage, protection, cost, and carrier fit.
- Market accounts, obtain quotes, and prepare client proposals from risk management and insurance perspectives.
- Handle initial claims reports, monitor claim progress and carrier activities, and complete account reviews.
- Coach junior commercial lines staff and support team meetings and initiatives.
Requirements
- Bachelor’s degree and/or at least 3 years of commercial insurance experience, or a recognized equivalent.
- Active and maintained state Property and Casualty Insurance licensing.
- Strong written and verbal communication, accounting or mathematical skills, critical thinking, and attention to detail.
- Advanced proficiency with technology, including Microsoft Office; knowledge of agency management systems is required, with Applied Epic as an advantage.
- Ability to work independently and collaboratively in a fast-paced environment.
- Completion of continuing education and professional designations such as CISR Elite or CIC is expected.
Culture & Benefits
- On-site collaboration to support team leadership and cross-functional partnership.
- Medical, dental, vision, life, disability, fertility, and wellness benefits.
- Paid time off, holidays, paid sick time, an Employee Assistance Program, and a Calm app subscription.
- 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, legal plan options, and pet insurance.
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