Remote Commercial Insurance Account Manager

LocationLos Gatos
Job type Permanent
DisciplineAgency
Reference149569

Job description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a generalist book of business, with a focus on small to mid-market accounts. Experience with technology accounts and familiarity with E&O and D&O coverage is highly desirable. The ideal candidate will have a strong background in commercial lines, excellent customer service skills, and the ability to thrive in a collaborative team environment.

Compensation Package

  • Salary: $70,000 - $75,000 annually (based on experience) + bonus opportunities
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a portfolio of small to mid-market commercial accounts, including technology accounts.
  • Handle renewals, quoting, endorsements, and Certificates of Insurance (COI).
  • Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
  • Collaborate with team members to maintain a positive and productive work environment.
  • Utilize the Epic software system for account management (training provided if necessary).

Qualifications/Requirements

  • Licenses/Certifications: Active Property & Casualty (P&C) license required.
  • Experience: 2-6 years of experience in commercial lines account management.
  • Technical Skills: Familiarity with Epic software is preferred but not mandatory.
  • Soft Skills:
    • Personable and customer-focused
    • Strong team player with a collaborative mindset
    • Desire for professional growth
    • Ability to work effectively in a drama-free, supportive environment
    • Excellent communication and organizational skills

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