Commercial Lines Account Manager in Santa Clara

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Job Description

We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years.

The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.

Key Responsibilities:

• Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts)
• Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients.
• Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients.
• Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements.
• Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives.
• Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction.

Qualifications:

• Minimum 2 years of commercial lines account management experience
• Bachelors degree
• Hold an appropriate Property and Casualty Agent/Broker license in good standing
• Experience with Applied Epic

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.