Commercial Lines Account Manager

Liberty Company; Huntington Beach (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Liberty Company seeks a dynamic Commercial Lines Account Manager for remote work, focusing on middle-market clients in the mobile home parks industry. The role emphasizes customer service, attention to detail, and collaboration, while offering a competitive salary and comprehensive benefits package. Candidates should possess a high school diploma or equivalent, an active P&C license, and relevant knowledge in commercial insurance.

Benefits

Competitive compensation

Generous benefits package

Paid training

PTO/holiday pay

Opportunities for continued education

Company-sponsored stress management programs

Qualifications

• Active P&C License in CA (resident or non-resident).
• Knowledge of commercial insurance within mobile home parks industry.
• Professional designation is a plus.

Responsibilities

• Handle tasks for maintaining and servicing existing accounts.
• Prepare submissions for new/renewal business and process client requests.
• Work with producers on marketing strategies and account evaluations.

Skills

Attention to Detail

Good Listening Skills

Positive Attitude

Education

High school diploma or equivalent

College degree preferred

Tools

AMS360

Applied EPIC

Job description

Job Details

Level: Experienced

Job Location: Remote - PST - Woodland Hills, CA

Position Type: Full Time

Salary Range: Undisclosed

Job Category: Commercial Lines Account Manager

Description

The Liberty Company is not your typical insurance brokerage. We offer a forward-thinking, fresh, and award-winning company culture that has fueled exponential growth throughout our organization. If you’re ready to find your JOB - the Joy of Being that is - we are eager to speak with you!

We are entrepreneurial, positive, team-oriented, collaborative, creative, and wellness-focused. Employees here can expect a competitive compensation, generous benefits package, PTO/holiday pay, paid training, continued education support, company-sponsored stress management programs/activities, opportunities to give back to your local community, and more!

We are looking for our next dynamic Commercial Lines Account Manager for our middle-market clients to join our growing team in Huntington Beach, CA. This is a REMOTE role, but you must reside in the Pacific Standard Time Zone. At Liberty, we prioritize our company culture, so finding the right personality fit for our team is our first priority. If the below job description sounds like a match, we would love to get to know you!

Position Summary:

Provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Major Responsibilities:

• Primarily responsible for large, middle-market commercial lines accounts with a focus on the mobile home parks industry.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Set up and prepare new account files in AMS360 per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions based on carrier audit guidelines and timeframes.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
• Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports—Aged Receivable, renewal/expirations, and Suspense reports—in a timely manner.

Performance Expectations:

• Service company and clients to avoid potential exposure to E&O claims.
• Alert management of incidents requiring assistance or approval.
• Respond to phone calls and emails within 24 hours.
• Process client requests within 24 hours of request.
• Maintain detailed documentation on all client activity in AMS360.
• Utilize AMS360 suspense system to follow up on outstanding items promptly.
• Prioritize workload and request assistance as needed to reduce backlog.
• Participate in special projects and other duties as assigned.
• Stay current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Qualifications

Minimum Qualifications/Requirements:

• High school diploma or equivalent required; college degree preferred.
• Active P&C License in CA (resident or non-resident).
• Must reside in Pacific Time Zone.
• Professional designation is a plus.
• Knowledge of AMS360 or Applied EPIC system or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products within the mobile home parks industry.

Promoting Peace of Mind for All

At Liberty, we foster a safe space to find your Joy of Being as your authentic self. We value integrity, excellence, caring, kindness, fairness, teamwork, and fun. We are committed to diversity and inclusion and aim to be a guiding example in our industry.

*Qualified applications with arrest or conviction records will be considered for employment. Applicants must meet state licensing requirements and not be barred from conducting insurance business under applicable laws.