Commercial Executive Account Manager - West Coast Consulting

Job Description

Hybrid - 3 days in office
Locations: Irvine, Corona, Pasadena

Summary
Executive Account Managers serve in a hybrid role combining the role of Account Manager and Account Executive for the client’s assigned to them. In addition, they collaborate with Producers to establish new relationships and uphold existing client connections. Their responsibilities encompass delivery comprehensive insurance coverage and account servicing on their assigned clients.

Standards Of Performance
Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties and Responsibilities
Provide crucial support to Commercial Lines Sales Executives in nurturing and maintaining client relationships, both new and existing.
Collaborate with Sales Executives to understand client needs and offer comprehensive insurance coverage options.
Deliver exceptional customer service in a fast-paced environment, ensuring high levels of client satisfaction.
In partnership with the service team, ensure the accurate and timely processing of policy changes, renewals, endorsements, and other administrative tasks related to assigned accounts.
Take charge of policy renewals, negotiating terms with underwriters, and addressing coverage gaps or changes as necessary.
Collaborate with the Executive Account Manager Team Lead to develop and execute strategies to meet business objectives and revenue targets.
Prepare and present insurance proposals and presentations to clients.
Identifying upselling and cross-selling opportunities to maximize account retention and growth.
Collaborate with Sales Executives to identify and pursue new business opportunities, participating in client meetings and presentations as necessary.
Stay updated on industry trends, regulations, and market conditions to provide informed recommendations to clients and Account Executives.
Maintain organized and accurate client records, documentation, and communication through the Agency Management System.
Respond promptly to client inquiries, concerns, and service requests, resolving issues professionally and efficiently.
Engage in ongoing training and professional development activities to enhance knowledge and skills relevant to the role.
Comply with company policies, procedures, and regulatory requirements to uphold operational standards and maintain ethical business practices.
All other duties as assigned.

Qualifications/Requirements
Bachelor's degree in business, finance, risk management, or other related fields is preferred.
A minimum of 5 years of relevant experience in the insurance industry, with a focus on commercial lines account management.
Hold current and valid Property and Casualty insurance license.
Hold at least one professional designation, such as CIC, CPCU, CRM or other relevant programs or the ability and willingness to attain designation within 18 months.
In-depth understanding of commercial insurance products, coverages, and policies.
Excellent communication and customer service skills, with the ability to build and maintain strong client relationships.
Strong analytical and problem-solving skills to conduct risk assessments, analyze coverage needs, and propose suitable solutions.
Ability to manage multiple client accounts simultaneously, ensuring accurate and timely policy processing and documentation.
Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
Proficiency with the Microsoft Office Suite. Prior experience with a AMS 360 and Image Right preferred.
Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Physical Demands
Ability to sit for extended periods and perform computer related tasks.
Must have the ability to push, pull, lift and carry up to 25 pounds.
Occasional bending, reaching, and stretching to retrieve files or items from shelves or cabinets.
Ability to operate office equipment such as photocopiers, scanners, and printers.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment
Hybrid work model, with two to three days in office and the remainder of the work week working remotely.
Remote work to be done in a professional work environment at home.
Necessary technology and support provided for seamless transition between work settings.
Collaborative office space fostering creativity and teamwork.
The position requires regular interaction with colleagues, clients, and occasional visitors (visitors apply to office only).
Regular use of computers and other office equipment is necessary.