Employee Benefits Specialist

The Demarco Group; San Francisco (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

A private regional broker in San Francisco is looking for an experienced Commercial Lines Account Manager. In this role, you will maintain a book of business, manage client relationships, and oversee insurance policies for new and renewal business. The ideal candidate has at least 2 years of account management experience and a Property and Casualty license. This full-time position offers a competitive salary and the opportunity to work with a reputable firm.

Qualifications

• Minimum 2 years of commercial lines account management experience.
• Hold an appropriate Property and Casualty Agent/Broker license in good standing.
• Experience with Applied Epic preferred.

Responsibilities

• Drive the marketing and management of new and renewal insurance policies.
• Prepare submissions, negotiate rates, and analyze coverage.
• Summarize marketing outcomes and craft proposals.
• Bind insurance policies ensuring accuracy and compliance.
• Collaborate closely with producers to identify business opportunities.
• Provide prompt responses to client inquiries.

Skills

Commercial lines account management

Client communication

Policy negotiation

Education

Property and Casualty Agent/Broker license

Tools

Applied Epic

Job description

This range is provided by The Demarco Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $110,000.00/yr

Additional compensation types

Annual Bonus

We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years.

The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.

Key Responsibilities

• Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts)
• Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients.
• Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients.
• Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements.
• Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives.
• Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction.

Qualifications

• Minimum 2 years of commercial lines account management experience
• Hold an appropriate Property and Casualty Agent/Broker license in good standing
• Experience with Applied Epic preferred

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Customer Service and Project Management