Commercial Lines Senior Account Manager

SullivanCurtisMonroe Insurance Services, LLC; Irvine (CA); On-site; USD 110,000 - 120,000; Full time

Job summary

SullivanCurtisMonroe Insurance Services, LLC in Irvine, CA is seeking a Senior Account Manager to support Account Executives in delivering comprehensive insurance coverage and superior service to high-value clients. You will mentor staff, participate in client meetings, and help drive account growth while ensuring policy changes, renewals, and endorsements are processed accurately.

The role requires a strong background in commercial insurance, a license, and professional designations, with a

Qualifications

• Bachelor's degree in business, finance, risk management, or related field preferred.
• Minimum 7 years of relevant insurance experience, especially in commercial lines account management.
• Current and valid Property and Casualty license.
• One professional designation (CIC, CPCU, CRM) or willingness to attain within 18 months.
• Solid knowledge of commercial insurance products, coverages, and policies.
• Excellent communication and customer service skills with strong client relationships.
• Strong analytical and problem-solving abilities for risk assessments and coverage needs.
• Ability to manage multiple client accounts and ensure accurate policy processing.
• Collaborate effectively with colleagues and underwriters to meet goals.
• Proficiency with MS Office; AMS 360 and Image Right experience preferred.
• Ability to host virtual meetings via Teams and Zoom and deliver presentations.

Responsibilities

• Provide essential support to Commercial Lines Account Executives in nurturing and maintaining client relationships.
• Collaborate with Sales Executives to understand client needs and offer comprehensive insurance coverage options.
• Deliver exceptional customer service in a fast-paced environment.
• Ensure accurate and timely processing of policy changes, renewals, endorsements, and related administrative tasks.
• Lead policy renewals, negotiate terms with underwriters, and address coverage changes.
• Work with Account Executives to develop strategies to meet business objectives and revenue targets.
• Assist in preparing and presenting insurance proposals and presentations to clients.
• Identify upselling and cross-selling opportunities to maximize retention and growth.
• Collaborate with Sales Executives to pursue new business opportunities and participate in client meetings.
• Stay updated on industry trends, regulations, and market conditions to provide informed recommendations.
• Maintain organized client records and communications in the Agency Management System.
• Respond promptly to client inquiries and resolve issues professionally.
• Engage in ongoing training and professional development; mentor staff as needed.

Skills

Communication

Client relationships

Analytical skills

Problem solving

Team collaboration

Presentation skills

MS Office

Education

Bachelor's degree

Tools

AMS 360

Image Right

Teams

Zoom

PowerPoint

Job description

Description

Summary

Senior Account Managers provide essential support to the Account Executives by delivering comprehensive insurance coverage and account servicing to more intricate and high-value clients. Senior Account Managers will participate in client meetings and serve as mentors, imparting their expertise and providing training to agency staff.

Standards of Performance

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties & Responsibilities

• Provide crucial support to Commercial Lines Account Executives in nurturing and maintaining client relationships, both new and existing.
• Collaborate with Sales Executives to understand client needs and offer comprehensive insurance coverage options.
• Deliver exceptional customer service in a fast-paced environment, ensuring high levels of client satisfaction.
• In partnership with the service team, ensure the accurate and timely processing of policy changes, renewals, endorsements, and other administrative tasks related to assigned accounts.
• Take charge of policy renewals, negotiating terms with underwriters, and addressing coverage gaps or changes as necessary.
• Collaborate with the Account Executives to develop and execute strategies to meet business objectives and revenue targets.
• Assist in preparing and presenting insurance proposals and presentations to clients.
• Assist in identifying upselling and cross-selling opportunities to maximize account retention and growth.
• Collaborate with Sales Executives to identify and pursue new business opportunities, participating in client meetings and presentations as necessary.
• Stay updated on industry trends, regulations, and market conditions to provide informed recommendations to clients and Account Executives.
• Maintain organized and accurate client records, documentation, and communication through the Agency Management System.
• Respond promptly to client inquiries, concerns, and service requests, resolving issues professionally and efficiently.
• Engage in ongoing training and professional development activities to enhance knowledge and skills relevant to the role.
• Serve as mentor, sharing expertise and provide training to agency staff.
• Comply with company policies, procedures, and regulatory requirements to uphold operational standards and maintain ethical business practices.
• All other duties as assigned.

Requirements

Qualifications/Requirements

• Bachelor's degree in business, finance, risk management, or other related fields is preferred.
• A minimum of 7 years of relevant experience in the insurance industry, with a focus on commercial lines account management.
• Hold current and valid Property and Casualty insurance license.
• Hold at least one professional designation, such as CIC, CPCU, CRM or other relevant programs or the ability and willingness to attain designation within 18 months.
• In-depth understanding of commercial insurance products, coverages, and policies.
• Excellent communication and customer service skills, with the ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills to conduct risk assessments, analyze coverage needs, and propose suitable solutions.
• Ability to manage multiple client accounts simultaneously, ensuring accurate and timely policy processing and documentation.
• Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
• Proficiency with the Microsoft Office Suite. Prior experience with AMS 360 and Image Right preferred.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Salary

The estimated base salary range for this full-time position is $110,000 - $120,000 annually.

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.