Account Manager - Professional Liability

Salary70000
LocationWalnut Creek
Job type Permanent
DisciplineWholesale
Reference137607

Job description

Job Summary
The Account Manager – Professional Liability will support the Small Business Unit by providing service for professional liability accounts, including Cyber, Nonprofit Management Liability, and Miscellaneous Errors & Omissions. This role focuses on ensuring timely processing of renewals and submissions, gathering necessary documentation, and maintaining strong relationships with carriers and internal teams.

 

Responsibilities

  • Service renewal submissions for small business professional liability accounts
  • Review ACORD forms and verify completeness of submissions
  • Gather supplemental applications and required underwriting data
  • Submit completed applications and supporting documentation to carrier portals
  • Coordinate with underwriters and carriers to resolve questions or discrepancies
  • Maintain accurate account records and update management systems
  • Assist with client inquiries related to policy terms, coverage, and endorsements
  • Support the Small Business Unit team with ad hoc tasks, as needed

 

Qualifications/Requirements

  • Active Property & Casualty (P&C) insurance license
  • Minimum of 3 years of general professional liability experience; 5+ years preferred
  • Demonstrated experience with Cyber, Nonprofit Management Liability, and Miscellaneous E&O lines of business preferred
  • Proficiency in reviewing ACORD forms and carrier portal submissions
  • Strong attention to detail and ability to manage multiple tasks in a deadlinedriven environment
  • Excellent written and verbal communication skills
  • Ability to collaborate effectively with underwriters, carriers, and internal teams

 

Compensation Package

  • Compensation: Between 60K-80K (based on experience)
  • Competitive benefits package, paid time off, professional development opportunities, etc.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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