Commercial Lines Insurance Account Manager at Bethany Insurance Agency Inc

San Dimas, California, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

125000.0

Posted On

05 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Interpersonal Skills, Client Relationship Management, Policy Changes, Claims Management, Client Retention, Market Research, Policy Analysis, Underwriting Collaboration, Customer Service, Attention To Detail, Pressure Management, Workload Management

Industry

Insurance

Description

Description Pay Range: $85K - $125K per year plus bonus and commission opportunity Job Summary: The Commercial Lines Insurance Account Manager will work with commercial and business clients to determine their insurance needs. This is a relationship-focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry. Work Schedule: - 100% onsite for the first 90 days, hybrid schedule after 90 days. - Monday through Friday, 8:30 am - 5:30 pm - Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remote Responsibilities and Duties: - Help clients understand and determine their individual commercial line service needs - Oversee and manage client business, including policy changes, applications, and claims - Ensure maximum client retention and generation through relationship-building - Market new service offerings - Thoroughly researching and analyzing insurance policies - Arranging insurance policies in an understandable fashion - Working with Underwriters to adopt policies - Assisting clients in filing claims and throughout the claim process - Promoting new insurance policies to existing customers - Participating in continuing education programs in insurance - Maintaining a good relationship with business partners Requirements - Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance - Account management experience preferred - Valid state Property and Casualty License - Excellent communication and interpersonal skills - Excellent customer service skills - Thorough and keen attention to detail - Ability to remain calm under pressure and deal with a large workload - Ability to use the software utilized within the company Employee Benefits: Generous Time Off (Paid Holidays, Vacation, Sick, etc.) Safe Harbor 401K Plan Medical, Dental, and Vision plans with high employer contribution Casual work environment

Responsibilities

The Account Manager will engage with commercial and business clients to ascertain their insurance requirements, focusing on relationship building to ensure maximum client retention and generation. Duties include overseeing client business, managing policy changes and claims, marketing new offerings, and collaborating with underwriters.