Commercial Account Manager - Hybrid - Sacramento, CA

Insurance Relief; Sacramento (CA); Presencial; USD 75.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonuses

Medical, dental, and vision insurance

Stock options

Continued education offered

Unlimited paid time off

Descripción de la vacante

Insurance Relief is seeking a Commercial Account Manager in California to join a tenured team of insurance leaders. The role focuses on managing commercial accounts, preparing submissions, and coordinating with producers and underwriters.

A Property & Casualty license is required, with knowledge of markets, ratings, and underwriting procedures. Competitive compensation and benefits are offered, including performance incentives, stock options, tuition assistance, unlimited PTO, and comprehensive

Formación

• 2 years of experience managing small-to-mid-sized commercial accounts.
• Active Property & Casualty license.
• Knowledge of insurance products, markets, ratings, and underwriting procedures.

Responsabilidades

• Prepare applications for submission with underwriting information provided by management.
• Work with Producers to provide binders of insurance and get approval for client sign-off.
• Check policies with submission, quotation, and proposals.
• Check endorsements against Account Executive requests.
• Follow up with Markets for quotations and issue auto ID cards.
• Check for any discrepancy b/w submission/quotation/proposal.
• Make any proposal changes and quotations from client meetings with the producer.
• Create the proposal booklets under the direction of the Account Executive.

Conocimientos

Account management

Insurance knowledge

Commercial accounts handling

Descripción del empleo

Compensation: $75,000 - $85,000 annual salary

The Company:

Join a tenured, dedicated team of insurance leaders at an elite insurance brokerage! This agency is half a century old and continues to make a difference in its local communities and advocate for what matters. They want to add a Commercial Account Manager to the team!!

The Highlights:

• Performance Incentives: Bonuses to reward hard work!
• Benefits: Medical, dental, and vision insurance
• Equity & Ownership: Stock options
• Education / Tuition Assistance: Continued education offered
• Vacation: Unlimited paid time off

Great-to-Haves:

• Experience: 2 years of managing small-to-mid-sized accounts - Commercial Account Manager
• License: Active Property & Casualty license
• Insurance Knowledge: Knowledgeable of insurance products, markets, ratings, and underwriting procedures

What You’ll Do:

• Prepare applications for submission with underwriting information provided by management
• Work with Producers to provide binders of insurance and get approval for client sign-off
• Check policies with submission, quotation, and proposals
• Check endorsements against Account Executive requests
• Follow up with Markets for quotations and issue auto ID cards
• Check for any discrepancy b/w submission/quotation/proposal
• Make any proposal changes and quotations from client meetings with the producer
• Create the proposal booklets under the direction of the Account Executive

Why Insurance Relief™?

As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers, and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities.

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.