Commercial Lines Account Manager

gpac; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

gpac in San Diego, CA is seeking an experienced Commercial Insurance Account Manager to handle policy updates, interact with clients and underwriters, and manage the marketing/quoting process for new business and renewals. The role requires a Property & Casualty license and strong knowledge of commercial lines coverage.

The successful candidate will work with multiple carriers and their underwriters, utilize rating software, and routinely communicate with agency clients and carrier

Qualifications

• Property & Casualty Insurance license required.
• Minimum 3-5 years independent agency or retail broker experience.
• Strong technical knowledge of commercial lines coverage & rating.
• Experience with various carriers and working directly with their underwriters.
• Experience utilizing online rating software and various insurance carrier online systems.
• Applied TAM, EPIC or AMS360 software experience.
• Microsoft Office (Word, Excel, Outlook).
• Legally authorized to work in the United States

Responsibilities

• Accurately input policy updates and account information.
• Communicate with client, producer, and carrier underwriters in regards to policy and coverage related questions and information.
• Responsible for the marketing/quoting process for both new business and account renewals.
• Identify, compile and manage information regarding account renewals.
• Consistent and timely communication with agency clients and carrier representatives.

Skills

Client communication

Policy updates handling

Account management

Work with underwriters

Education

Property & Casualty Insurance license

Tools

Applied TAM

EPIC

AMS360

Microsoft Office

Job description

Position: Commercial Insurance Account Manager - Insurance

Duties Will Include

• Accurately input policy updates and account information.
• Communicate with client, producer, and carrier underwriters in regards to policy and coverage related questions and information.
• Responsible for the marketing/quoting process for both new business and account renewals.
• Identify, compile and manage information regarding account renewals.
• Consistent and timely communication with agency clients and carrier representatives.

Commercial Insurance Account Manager Qualifications

• Property & Casualty Insurance license required.
• Minimum 3-5 years independent agency or retail broker experience.
• Strong technical knowledge of commercial lines coverage & rating.
• Experience with various carriers and working directly with their underwriters.
• Experience utilizing online rating software and various insurance carrier online systems.
• Applied TAM, EPIC or AMS360 software experience.
• Microsoft Office (Word, Excel, Outlook).
• Legally authorized to work in the United States

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.