Commercial Lines Account Manager

The Misch Group; Fresno (CA); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401k

PTO

Dental insurance

Vision insurance

Job summary

The Misch Group in California is seeking a Commercial Lines Account Manager to service a book of commercial accounts and work with the Producer on day-to-day client needs. The successful candidate will liaise with clients, respond to policy questions, and advise on coverage changes and risk management.

The role requires 3+ years in insurance servicing medium to large commercial accounts and a Property & Casualty license. A CLAM/CSR background and knowledge of risk management are highly valued.

Qualifications

• 3+ years in insurance servicing medium to large commercial accounts.
• 5 years as CLAM/CSR preferred.
• Property and Casualty license.
• CIC, CPCU or similar desirable but not required.
• Knowledge of Insurance and Brokerage business.
• Strong MS Office skills (Word, Excel, Outlook, Teams).
• Excellent verbal and written communication.

Responsibilities

• Account Management from A-Z.
• Holistic and consultative approach to customer service.
• Working knowledge of Property and Casualty accounts.
• Research and answer client policy and coverage questions.
• Market/quote new business and renewals with competitive coverage/cost.
• Experience with multiple carrier underwriters and online rating portals.
• Identify and manage information for account renewals.

Skills

Commercial Accounts

CLAM/CSR

Property & Casualty

P&C License

Insurance Knowledge

MS Office

Communication Skills

Tools

Microsoft Office

Job description

Commercial Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: California

Compensation: $75,000 - $80,000 / year

Description

We are seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the assigned Producer.

Key Responsibilities

• Account Management from A-Z.
• Holistic and consultative approach to customer service.
• Working knowledge of Property and Casualty accounts
• Research and compile answers to client policy and coverage questions
• Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client.
• Experience with multiple carrier underwriters and online rating portals
• Identify, compile and manage information regarding account renewals.

Skills, Knowledge and Expertise

• Min of 3 years of insurance industry experience related to servicing medium to large commercial accounts
• 5 years as a CLAM/CSR minimum preferred
• Property and Casualty license
• CIC, CPCU, or other insurance designations are desirable but not required.
• Knowledge of Insurance and/or Brokerage business
• Technical knowledge of product area or industry
• Ability to provide consultation and expert advice to management on risk management issues.
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook, Teams)
• Professional verbal and written communication skills

Benefits

• Competitive Pay
• Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.