Middle - Commercial Lines Account Manager
Location
Pleasanton, CA | United States
Job description
The Agency is recruiting a toptier 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:
- Building and maintaining strong client relationships in the commercial sector.
- Manage an assigned book of business of $750000 in revenue or less.
- Assessing clients insurance needs and tailoring coverage solutions.
- Managing a portfolio of commercial insurance accounts.
- Collaborating with underwriters and carriers to deliver competitive quotes.
- Assisting clients with claims policy changes and inquiries.
- Monitoring policy renewals and ensuring compliance with insurance regulations.
- Keeping uptodate with commercial insurance products and market trends.
Requirements
- 5 years; insurance industry experience servicing book of business
- Stateissued insurance license.
- Proven experience in commercial insurance or account management.
- Computer skills necessary to document daily client activity in data management system(Applied EPIC) as well as knowledge of Microsoft products including Outlook Word and Excel
- Strong customer service and relationshipbuilding skills.
- Excellent written and verbal communication abilities.
- Proficiency in insurance software and systems.
- Ability to work independently and as part of a team.
State-issued insurance license, including life and health. Strong interpersonal and sales skills. Effective communication and empathy when discussing sensitive topics. Ability to work independently and provide personalized service. A high school diploma or equivalent (Bachelor\'s degree preferred).
Job tags
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