Commercial Lines Insurance Account Manager - Hybrid Remote!

Job Description

Commercial Lines Insurance Account Manager needed for an Insurance Agency located in Aliso Viejo – Hybrid Remote!

Must have Middle Market experience!

• HOURS: 8:00AM-5:00PM, Monday - Friday
• DURATION: Direct Hire
• WORKPLACE: Hybrid Remote; 2 – 3 days working remotely weekly.
• PAY: $80,000 - $95,000 per year, depending on experience. Plus bonus potential!
• BENEFITS: This client offers a full comprehensive benefits package.
  
  

Job Duties will include, but are not limited to:

The Account Manager will be managing a Generalist, Middle Market book, $1.2 – $1.5 mil in premium.

Risks will include Manufacturing, Tech. Will be assisting 2-4 Producers.

The Account Manager will provide advanced technical support to Client Executive Service and may occasionally perform in the capacity of a Client

Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

Will also continue the perform the duties of Account Manager.

• Assist the Client Executive in analyzing coverages and claims data for new and renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with and/or manage the marketing of renewal business as directed by Client Executive.
• Prepare experience modification projections and review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Review policy checking notes from policy checkers and make corrections as needed.
• Manage delivery of the policies to the client either via email, in person or via online portal.
• Review loss run and claim status reports.
• Prepare Loss Summaries and Large Loss Reports.
• Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
• Assist with collections of Accounts Receivables.
• Participate in E&O Audits.
  
  

Requirements:

• Minimum of 5 years’ experience recently working as a CL Account Manager, working within an independent agency environment, with Middle Market accounts.
• The qualified candidate must hold an active CA Property/Casualty license.
• Willingness to pursue continuing education and professional development.
• Proficient with Microsoft Excel, Word, and Outlook.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.