Commercial Lines Account Manager - AssuredPartners

AssuredPartners of California is seeking a Property and Casualty licensed Commercial Lines Account Manager to independently manage a book of business comprised of diversified accounts in San Diego, CA!

The Account Manager will partner with our sales team to facilitate day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected. 

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us!  

Why this Role? 

• Build meaningful relationships with clients while providing them with impactful solutions
• High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
  
• Opportunity for upward mobility and advancement opportunities across AssuredPartners!

• Client Support
  • First point of contact on accounts; supports in delivering service to book of business.
  • Provides renewal and proposal presentations for delivery to clients
  • Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Account Management
  • Reviews renewals and proposes changes needed
  • Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
  • Processes change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status, as needed.
  • Maintain files with proper records according to company procedures. Follow company procedures in order to achieve positive audit results.
  • Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
  • Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
• Insurance Expertise
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
  • May be responsible for analyzing market trends and advising clients on changes to policies.
  • Proficient in working knowledge of renewal processes and considerations.
  • May be responsible for assisting Producers with marketing campaigns
  • Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
  • Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
  • Attend training and seek self-directed learning to continue education in industry and technical knowledge.
• Other duties as assigned.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary of $65,000-$75,000
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

• 2-5 years of related experience and/or training preferred
• Property and Casualty License, required
• Working knowledge of available commercial lines coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in-person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of EPIC Agency Management software, strongly preferred; demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!