Senior Commercial Lines Account Manager

• Coordinate expirations with producers to obtain renewal and/or new business information
• Assist in marketing new and renewal business by preparing applications, online quoting or submissions, preparing quote comparisons, proposals and/or summaries
• Maintain underwriting and marketing information by carrier
• Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered to clients in a timely manner
• Receive phone calls from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary
• Prepare policy change requests, ID cards, evidence of property forms, certificates, binders, premium comparisons, and other insurance documents as needed on assigned accounts
• Maintain Agency Management system in an orderly, up-to-date manner with proper documentation including suspense for outstanding orders, reports, etc
• Participate in seminars and classes for skill and knowledge development

• Minimum of 7 years of Commercial Lines P&C Insurance experience
• Proven experience partnering with client accounts in the Real Estate and Construction industry
• Current and valid California P&C License
• Technical capabilities (proficiency in EPIC and Microsoft Office Suite)
• Business acumen
• Organizational skills

medical, dental, life and disability insurance, 401k, generous paid time off