Commercial Lines Account Manager

Turlockchamber; Turlock (CA); On-site; USD 31,684 - 41,328; Full time

Job summary

The Commercial Lines Account Manager role at Turlock Chamber in Turlock, CA focuses on servicing existing and new clients with data gathering, carrier submissions, and proposal presentations.

The position requires a Property & Casualty license, 3 years of account management experience, and proficiency in AMS360 and ImageRight. This is a full-time, on-site opportunity offering hourly pay and standard benefits.

Qualifications

• High school diploma or equivalent required.
• Three years of Account Manager experience required.
• Active Property & Casualty Insurance license required.

Responsibilities

• Manage daily service tasks for existing and new clients, including data gathering and submissions.
• Prepare and present proposals with form comparisons and analyses.
• Bind coverage with carriers and follow up to ensure proper issuance.
• Create and maintain applications, summaries, proposals, rate comparisons, and certificates.
• Process policy changes, endorsements, audits, and related servicing tasks.
• Maintain client files with documentation and timely follow ups.
• Coordinate with clients, vendors, and coworkers to facilitate service levels.

Skills

Account management

Customer service

Data gathering

Education

High school diploma

Tools

AMS360

ImageRight

Microsoft 365

Job description

Commercial Lines Account Manager# Commercial Lines Account ManagerMain Office - Turlock, CA 95380## OverviewSalary Range$23.00 - $30.00 HourlyPosition TypeFull-TimeJob ShiftDayEducation LevelProperty & Casualty LicenseTravel PercentageNone## Description**Essential Functions**Directly responsible for the daily service requirements including, but not limited to:* The marketing and renewal process for existing and new clients includes gathering data, preparing submissions, and communicating with the insurance carriers.* Creating and presenting proposals, including comparing forms and providing analysis to clients and coworkers* Binding coverage with carriers and following up to ensure the proper coverage was issued* Creating and maintaining applications, summaries, proposals, rate comparisons, statements of values, spreadsheets, schedules, certificates, and evidence of insurance* Processing policies, change requests/ endorsements, audits, and all other items related to the service of accounts* Maintaining the client's file, including documentation, and creating follow-ups* Communicating and assisting clients, vendors, and coworkers with information and servicing the Agency's accounts* Communicate any questions, training needs, or assistance with assigned tasks with the supervisor.* Complete all other essential functions as assigned.* Complete tasks according to Standard Operating Procedures.## Qualifications# Education and/or Experience* A high school diploma or equivalent is required* Three years of Account Manager experience is required* An active Property & Casualty Insurance license is required* Proficient in Microsoft 365 Outlook, Word and Excel* Experience with AMS360 and ImageRight Management Systems is preferred.