Commercial Account Manager II

Incendia Partners; San Diego (CA); Remote; USD 110,000 - 115,000; Full time

Job summary

Incendia Partners is seeking a Commercial Account Manager who will work remotely from within San Diego, CA. The role focuses on servicing mid-market client accounts with support from Risk Advisors and Senior Client Managers.

You will manage renewals, risk surveys, submissions to carriers, and pricing negotiations to protect client interests. The ideal candidate has a California Insurance License, 5+ years of client management experience, and familiarity with PC applications.

Qualifications

• Current California Insurance License.
• 5+ Years Client Management Experience.
• Industry Designations.
• Proficiency of PC Applications.

Responsibilities

• Provide service to clients in conjunction with the Risk Advisor and Senior Client Manager.
• Become familiar with all clients and be responsible for service provided to assigned customer accounts.
• Manage the new business and renewal process; review risk management surveys; advise on exposure to loss and appropriate coverages.
• Develop marketing plan with Executive Client Manager and/or Risk Advisors and insureds; submit to carriers; prepare proposals; negotiate terms and pricing; work with underwriters.
• Monitor complex risk control and claims issues with Risk Control Department.
• Conduct contract and lease reviews to advise client on risk and compliance issues.
• Maintain positive client and insurance company relationships.
• Explain payment requirements to new and existing clients.
• Oversee, direct, plan and schedule the work of others.

Skills

Client management

Account management

Education

California Insurance License

Tools

PC Applications

Job description

Commercial Account Manager

Remote - must live in or near San Diego

Salary - $110-115K plus bonus

Requirements - Experience Handling a Mid-market Book Of Business

Provide service to clients in conjunction with the Risk Advisor and/or Senior Client Manager while providing assistant level support to the team members per the Client Administrator job description. Become familiar with all of their clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well managed.

The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

• Able to successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Develop marketing plan with Executive Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients.
• Work with the Risk Control Department to monitor complex or significant risk control and claims issues.
• Conduct contract and lease reviews to advise client on risk and compliance issues.
• Maintain positive client and insurance company relationships.
• Explain payment requirements to new and existing clients.
• Oversee, direct, plan and schedule the work of others. May train and give technical supervision to client service team members.

Qualifications

• Current California Insurance License
• 5+ Years Client Management Experience
• Industry Designations
• Proficiency of PC Applications

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