Commercial Lines Insurance Account Manager

August 24

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One Tribe Recruitment

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Talent Acquisition • Recruiting • Fractional Leadership

2 - 10 employees

🎯 Recruitment

Description

• Serve as the primary point of contact for clients, providing exceptional customer service and support. • Build and maintain strong relationships with clients to understand their business insurance needs and preferences. • Conduct thorough insurance reviews to assess coverage gaps and recommend appropriate solutions tailored to business clients. • Prepare and present insurance quotes to clients and prospects, explaining commercial coverage options and benefits. • Process policy changes, endorsements, and renewals accurately and efficiently. • Proactively follow up with clients to ensure satisfaction and address any concerns or questions. • Collaborate with insurance carriers to obtain quotes, resolve issues, and negotiate terms on behalf of clients. • Stay current on industry trends, regulations, and product offerings to provide informed advice to clients.

Requirements

• Bachelor’s degree preferred, but not required. • Minimum of 2-3 years of experience in commercial lines insurance sales or account management. • Active California insurance license required. • Strong understanding of commercial lines insurance products and coverages. • Excellent communication, interpersonal, and negotiation skills. • Detail-oriented with strong organizational and time management abilities. • Ability to work independently and as part of a team in a fast-paced environment. • Proficiency in insurance agency management systems and Microsoft Office Suite.

Benefits

• Competitive base salary of $52,000 for entry level, up to $84,000 for manager level, 25-50% commission opportunities on new business and broker fees. • Comprehensive plans with medical, dental, and vision coverage. • 401(k) retirement plan with employer match. • Paid time off and holidays. • Professional development and training opportunities.