Commercial Lines Account Manager

5 hours ago

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Provence Financial & Insurance Services Group

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Insurance • Insurance Brokerage • Insurance Agency

11 - 50

Description

• Sell new business, retain accounts and cross sell to deepen relationships and insulate our clients • Build and maintain relationships with clients • Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence. • Conduct face to face meetings with the clients as necessary • Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly • Respond to clients’ needs by producing binders, certificates, policies and other related items • Maintain client files in Agency Management System environment for processing all transactions • Process daily incoming mail, email, file suspense items, and calls • Know the underwriting and rating procedure for all types of Commercial Lines policies • Quote, sell, and retain Commercial Lines policies whether it be for a house account or Producer written account. • Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients • Prepare applications, proposals, etc... and submit them to insureds and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses • Renew policies by agency standards • Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, • Adhere to all other automation procedures • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines

Requirements

• 2 +years’ experience in Commercial Lines, hold a P&C license in CA (NV, AZ non-resident a plus) • Understanding of commercial insurance underwriting, coverage & rate analysis • Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters • Strong written and verbal communication skills • Ability to organize, prioritize and self-manage workload • Computer literate with experience using Word and Excel • Ability to work in a team environment, with a positive attitude, and willingness to help others • Able to work under pressure and time constraints • Good attendance & reliability

Benefits

• Competitive Base with commission splits as well as an over target bonus for high achievers • Company sponsored medical plan, vision, dental insurance, supplemental, PTO and 401k plan • Career path opportunities for top performers • Additional Provence perks