Commercial Lines Account Manager (HYBRID)

We are one of the fastest growing brokers globally.

We have been in business for over 20 years and are growing like crazy!

Job Description

The successful candidate will be responsible for implementing the required clerical and processing functions of a book of business, to generate accurate and timely work product in assisting the producer in the maintenance of files in all phases of activity.

Responsibilities Include, But Not Limited To
Updating and maintaining renewal lists and sending renewal letters as requested
Communicating with both carriers and clients in a timely and professional manner
Checking policies, endorsements, audits and other policy documents for accuracy
Using Carrier rating websites (Hartford, Travelers, etc.) or something similar.
Organizing and prioritizing workflow
Processing binders, certificates of insurance and all other policy information updates
Performing related duties as assigned
Assisting (4) Producers and other Account Managers as needed
Providing guidance and sharing information with other team members
Completing Certificates of Insurance
Processing change requests and submitting to carrier
Requesting Loss Run information from insured and/or carrier
Processing endorsements
Processing and submitting claims to insurer
Communicating with and Developing business relationships with clients
Obtaining information from client in order to market new and renewal policies
Performing special projects and other duties as assigned

Job Requirements
Ability to perform typing duties with verbal and/or written direction
Strong multi-tasking, organizational, communication & grammatical skills
Proficiency in MS Word, Excel, Outlook and Adobe Acrobat
Experience with Agency Management Systems (Applied/TAM experience are strongly preferred)
Designations preferred (CIC, CPCU, CISR, AAI, ARM)
Current CA Property & Casualty Insurance License or ability to obtain license with 6 months of hire
Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints
Minimum 5+ years of progressively responsible insurance experience
A positive outlook and desire to learn and grow with us