Commercial Lines Account Manager

Salary80000
LocationYorba Linda
Job type Permanent
DisciplineAgency
Reference142912

Job description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to the agency's success, managing a diverse portfolio of accounts and ensuring exceptional service delivery. If you are a problem solver, a strong communicator, and a team player with a passion for excellence, we encourage you to apply.

Compensation Package

  • Salary Range: $70,000 - $90,000 (depending on experience)
  • Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a portfolio of commercial lines accounts
  • Handle all aspects of account management, including renewals, billing, endorsements, cancellations, and certificates
  • Quote new and renewal business (approximately 60% renewals, 15% new business, and 15% auto-renewals)
  • Market accounts for renewals and ensure timely communication with clients
  • Collaborate with producers, virtual assistants, and other team members to deliver seamless service
  • Utilize Hawksoft software to manage client accounts and documentation
  • Communicate effectively via email and presentations to maintain strong client relationships

Qualifications/Requirements

  • Licenses: Active Property & Casualty (P&C) license required
  • Experience: 3-5+ years of experience in commercial lines account management preferred
  • Technical Skills: Proficiency in Hawksoft or similar agency management software
  • Soft Skills:
    • Strong problem-solving abilities
    • Excellent communication skills, both written and verbal
    • Ability to multitask and manage competing priorities
    • Team-oriented mindset with a collaborative approach
    • Detail-oriented and organized

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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