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Account Manager - Commercial Lines

Aliso Viejo, CA

Post Date: 05/01/2018 Job ID: 15427 Industry: Insurance

Commercial Lines Account Manager needed for firm located in Aliso Viejo. This position will be Direct Hire or Temp-to-Hire and pays $55k - $70k, depending on experience.

The qualified candidate must have recent experience working as a CL Account Manager, on the agency side,  (5 plus years’ experience) and hold an active Property/Casualty license.

The Account Manager will work closely with Account Executives and Producers to service and retain an existing commercial book of business. This includes the ability to manage and process daily servicing workload tasks for the marketing and placement of renewal and new business. The Qualified candidate must hold an active Property and Casualty license and have strong customer service skills.

The successful candidate must have a minimum five years industry experience with deep knowledge of property and casualty insurance products, including, but not limited to:
  • General Liability
  • Commercial Automobile
  • Inland Marine
  • Excess Liability
  • Worker’ s Compensation
  • Professional Liability
  • Employment Practices Liability
  • Director’ s & Officer’ s Liability

Responsibilities of the Account Manager include but are not limited to the following:
  • Service existing book of business in conjunction with Account Executive and/or Producer
  • Update and timely maintain all accounts
  • Prepare renewal packets for client distribution
  • Accountable for renewal process under Account Executive or Producer guidance
  • Market,   track quote activity, and evaluate quotes upon receipt
  • Review policies for accuracy, processing changes or corrections when necessary
  • Prepare binders, Auto ID cards, certificates, and invoices as requested

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

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