Commercial Insurance Account Manager

Posted 04 June 2025
Salary75000
LocationAliso Viejo
Job type Permanent
DisciplineAgency
Reference137445

Job description

Job Summary

We are seeking a skilled Commercial Insurance Account Manager to join our dynamic team. The ideal candidate will have a strong background in insurance and account management, with the ability to provide excellent client service and support commercial insurance clients with their diverse needs.

Responsibilities

  • Manage a portfolio of commercial insurance clients, building strong relationships and providing exceptional customer service
  • Analyze clients' insurance needs and develop tailored insurance solutions
  • Work closely with insurance carriers to negotiate terms, pricing, and coverage options
  • Stay updated on industry trends and regulations to provide clients with informed advice
  • Process policy changes, endorsements, and renewals in a timely and accurate manner
  • Effectively communicate with clients, underwriters, and other stakeholders to ensure smooth operations
  • Collaborate with the sales team to identify opportunities for account growth and retention

Qualifications/Requirements

  • 3+ years of relevant insurance industry experience preferred
  • Previous HOA, Condo, and single-family home experience is required
  • Required Agency Management System experience: EPIC
  • Proven experience in commercial insurance account management
  • Strong understanding of insurance products, coverages, and regulations
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational and time management abilities
  • Holds an active P&C (Property and Casualty) insurance license

Compensation Package

  • Compensation: Between $70k-$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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