Commercial Lines Account Manager - Modesto, CA

Insurance Relief; Modesto (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off and paid holidays

Flexible schedule

Job summary

Insurance Relief in Modesto, CA is seeking a Commercial Lines client services specialist to provide exceptional service to clients and producers. You will address inquiries, support renewals, and contribute to expanding insurance knowledge in a friendly, high-support team environment.

The role emphasizes accurate policy processing, endorsements, and cross-selling opportunities while maintaining a positive customer experience and leveraging agency systems and MS Office tools to deliver superior

Qualifications

• Experience with Commercial Lines Insurance.
• Active Property & Casualty License.
• Knowledge of commercial insurance products, markets and ratings.
• Proficient with agency management systems and Microsoft Office.

Responsibilities

• Cultivate a positive customer service experience.
• Provide accurate and professional insurance services to clients and producers.
• Support the renewal of coverage and cross-selling initiatives.
• Address billing, claims and coverage inquiries.
• Facilitate policy binding and review.
• Manage endorsements, claims and renewal marketing.

Skills

Commercial Lines experience

Property & Casualty license

Insurance knowledge

Software competency

Tools

Agency management systems

Microsoft Office

Job description

Join a highly reputable insurance agency with over 50 years in business and become part of an exciting new opportunity! This agency fosters a positive work culture, offering a flexible schedule, outstanding benefits, and a remarkably supportive team. In this role, you will contribute significantly to the Commercial Lines team by delivering exceptional customer service, expertly addressing client inquiries, and continuously expanding your insurance expertise.

What’s in it for you?

• Annual salary ranging from $70,000 - $80,000+, depending on experience
• Full suite of benefits: medical, dental, and vision insurance
• Monday - Friday
• Paid time off and paid holidays

Skills Preferred:

• Experience - You have experience with Commercial Lines Insurance
• License - Active Property & Casualty License
• Knowledgeable - A great level of expertise and knowledge of commercial insurance products, markets, and ratings
• Software - A comprehensive understanding of insurance agency management systems, Microsoft Office, carrier website navigation, and other software systems as needed for the position.

Role Overview:

• Cultivate a positive customer service experience.
• Provide accurate and professional insurance services to clients and producers.
• Support the renewal of coverage, cross-selling initiatives, policy change processing, and inquiry resolution.
• Address client inquiries regarding billing, claims, and coverage.
• Facilitate policy binding and review.
• Manage requests for endorsements, claims, and renewal marketing.