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ACCOUNT MANAGER - Commercial Lines

San Diego, CA

Post Date: 11/28/2017 Job ID: 15246 Industry: Insurance

COMMERCIAL ACCOUNT MANAGER needed for firm located near the Mission Valley area. This is a direct hire position and pays $30/hr. - $32/hr. 


• Must hold an active Property/Casualty license. 
• Knowledge of AMS-360 is strongly preferred.
•  Construction experience at the AM level is needed. 

• Minimum six years, recent, related experience. 
• Technically proficient on Certificates. 

Responsible for assisting the producer in servicing and retaining an assigned book.  This includes new and renewal marketing and placement of business.

Job Duties can include, but are not limited to:

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or delegate certificates issuance.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Engages in optimal and appropriate usage of applicable agency management systems.
• Other duties as assigned

Please feel free to contact  Sharlene@sdistaffing.Com  with any questions. Please include your resume.

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498