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Commercial Insurance Account Manager - Hybrid

Crossroads Staffing

Burbank (CA)

On-site

USD 100,000 - 115,000

Full time

30+ days ago

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Job summary

An exciting opportunity awaits as a Commercial Insurance Account Manager in a hybrid role, where you will engage with clients and manage their insurance needs effectively. This position requires a proactive individual with over five years of experience in commercial insurance and an active Property Casualty Insurance License. You will play a crucial role in supporting clients through the insurance process, from gathering necessary documentation to binding coverage under the guidance of producers. Join a dynamic team in a thriving environment that values your expertise and offers a competitive salary package. If you are passionate about delivering exceptional service in the insurance industry, this role is perfect for you.

Qualifications

  • 5+ years of experience in commercial insurance required.
  • Active Property Casualty Insurance License is mandatory.

Responsibilities

  • Respond to client inquiries and maintain documentation of communications.
  • Gather and compile exposure information from clients for new coverage.

Skills

Commercial Insurance Experience
Property Casualty Insurance License
EPIC Management System
Commercial Management Experience

Tools

Data Management System

Job description

Commercial Insurance Account Manager - Hybrid

Job ID: 00004JKM

Category: AdminClerical

Location: CA Burbank

Hours: 40 Monday to Friday 8am to 5pm

Pay: $100,000.00 - $115,000.00

Career Opportunity Available in Burbank

Job Description

Responds to clients' inquiries, maintains documentation of communications, existing issues, and issue resolutions. Supports implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers. Gathers and compiles exposure information from the client, including compiling loss-run schedules and client stratifications. Requests and collects quotes for new and renewal from carriers. Audits quotes, binders, and endorsements and makes requests for changes as needed. Processes audits and creates audit analysis for the client. Receives policy, then updates and completes policy check to ensure completeness. Updates specifications, applications, and summary information to reflect changes during the year. Monitors receipt of quotes from carriers once submitted and negotiated. Binds coverage under the direction of the producer. Informs clients of any and all changes that may affect insurance premiums or coverage. Gathers and compiles information for new business opportunities. Inputs client information into the data management system, ensuring accuracy and completeness. Generates materials for client presentations and meetings. Creates and sends compliance communications as needed. Issues and processes client invoicing. Issues Certificates and Evidence of Insurance as requested.

Skills Required

5+ years experience in commercial insurance. Active Property Casualty Insurance License. Proficient in EPIC management system. Prior commercial management experience.

Skills Preferred

Industry experience in Restaurants, Real Estate, LRO, Hospitality, Construction, Retail, Manufacturing, Farming, Technology, Property Management, Wholesale.

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