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ACCOUNT MANAGER - Commercial Lines

Placentia, CA

Post Date: 05/14/2018 Job ID: 15446 Industry: Insurance

COMMERCIAL LINES ACCOUNT MANAGER needed for firm located in Placentia. This is a Direct Hire position and depending on experience, will pay $75k - $95k, plus benefits. 

The qualified candidate must have a minimum five years, recent, experience working as a Commercial Account Manager in an agency / brokerage environment. Must also hold an active P&C license.

Will be assisting one or two producers and risk are varied. Experience with Applied-TAM is also preferred, but not mandatory. Occasional visits to Client and Carrier locations for meetings.

Job Duties will include, but are not limited to:

In this role, you will be the facilitator of positive and strategic relationships with valued clients and insurance carrier partners. The primary objective of this role is to support the agency and their clients, by leading in the following functions:
• Manage the entire account-service process
• Provide marketing information to carriers
• Prepare quotes and proposals
• Assist with client presentations
• Maintain renewal controls on expirations and binders
• Check and verify policies/endorsements/audits for accuracy
• Assist in coordinating premium financing and the collection of premiums
• Maintain accurate and organized account files
• Systematically use the Customer Relationship Module (CRM) to support sales and renewal processes
• Develops trusted advisor relationships with clients and peers
• Effective time management skills
• Maintain accurate and organized account files
• Lead and support root cause analysis to help find great solutions for the clients and the agency
• Advocate continuously for clients and the agency teams
• Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products to help to support great outcomes for clients
• Driving to root cause and helping to support and find great solutions to the client and agency challenges

 Please feel free to contact  Sharlene@sdistaffing.Com  with any questions. Please include your resume. (Your inquiry will be kept Confidential!)

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