Insurance - Commercial Lines Account Manager - Rancho Mesa Insurance Services, Inc.

Consider joining a firm with a strong foundation that cares about both our clients and you! We've been in business for over 25 years! We offer competitive compensation along with excellent benefits!!

Privately owned insurance agency is seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems.

Salary Range: $60000.00 - $125000.00 per year

Annual Base Salary + Bonus Opportunities

Health Insurance

Life Insurance

Paid Time Off (PTO)

Retirement Plan

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Vision Insurance

Dental Insurance

Ten Paid Holidays

Responsibilities

• Market new business and account renewals obtaining competitive coverage/cost ratios for the clients.
• Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals.
• Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction.
• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies.
• Effectively manage preparation and production of all elements of presentations for client meetings and properly representing the company. Address client questions and identify next steps as appropriate.

• 5+ years experience as a Commercial Account Manager managing their own book of business
• California Property and Casualty license
• Agency Management software experience; Applied EPIC (preferred)
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
• Professional verbal and written communication skills
• Self-motivated, self-disciplined, and self-confident