Commercial Lines Senior Account Manager

LP Insurance Services, LLC.; Sacramento (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401k with employer match

Medical, Dental, and Vision

Short-Term and Long-Term Disability, +

Group Life Insurance

Paid Time Off

Employee Assistance Program

Job summary

LP Insurance Services, LLC. is seeking a Commercial Lines Senior Account Manager to develop and sustain strong relationships with existing clients and, at times, generate new business revenue.

You will work with Producers, Account Executives and Account Managers on a full range of client services, manage renewals, and prepare applications and proposals for carriers. Active Property & Casualty license and CIC/CRM/CRIS or equivalent designations are preferred; five years of Commercial Lines

Qualifications

• Advanced knowledge of commercial insurance coverage and products.
• Minimum 5 years of Commercial Lines middle-market account management experience with a broker.
• Active Property & Casualty license required.
• Certification as CIC, CRM, CRIS or equivalent designation preferred.
• Bachelor’s degree in Business, Risk Management, Insurance, or related field preferred.
• Strong attention to detail and meeting deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Develop and sustain strong relationships with existing Commercial Lines clients.
• Assist renewal processes with carriers, including applications, quotes, and proposals.
• Mentor Account Managers and Account Assistants.
• Support sales in identifying new business opportunities and referrals.

Skills

Advanced knowledge of commercial

Attention to detail

Written and verbal communication

Education

Active Property & Casualty license

CIC/CRM/CRIS or equivalent designation

Bachelor’s degree preferred in related field

Job description

Description

We are LP Insurance

LP Insurance Services is an established and growing insurance brokerage firm, located in Arizona, California, Nevada, New Mexico and Oregon. We invest in our employees, clients and communities. That’s the LP Difference. The success of our employees is our success. Let’s grow together!

Helping Make Your Dream a Reality

LP Insurance is serious about growth opportunities and builds teams committed to genuine knowledge, teamwork, and professionalism. We value being direct when it comes to opportunity and will provide a clear path forward.

Offerings

LP delights in offering a fulfilling career with both stability and flexibility. LP offers a competitive salary and incredible benefits such as:

• 401k Plans – with employer match, 100% vested after two years of service.
• Medical, Dental, and Vision – plans that fit your needs.
• Short-Term and Long-Term Disability, plus Group Life Insurance – at no cost to you.
• Paid Time Off – Take the time off you need, without worrying about accruals.
• Employee Assistance Program – including free counseling, legal advice, and more.

The Position

The Commercial Lines Senior Account Manager is responsible for developing and sustaining strong relationships with existing clients, and may at times, generate new business revenue. This position works in conjunction with Producers, Account Executives, and/or Account Managers on a full range of client services by providing prompt, accurate and courteous service to Clients and other company personnel. This position generally is responsible for the defined essential functions and basic duties on the company’s largest and most complex commercial lines accounts.

If you have experience developing client relationships while thriving in customer service and like to have your work matter, this is the position for you!

Requirements

What is Needed:

• Services Commercial Lines accounts as assigned and aids in collections in accordance with agency policies, procedures and service standards..
• Supports large and complex commercial lines clients.
• Review all insurance applications, policies, endorsements, cancellations, and audits for accuracy.
• Maintain detailed documentation for all client transactions.
• Investigate matters of significance for clients using independent judgment and discretion.
• Manage and facilitate full renewal process for assigned clients including preparation of applications to insurance carriers, negotiation with underwriters, review and comparison of insurance carrier quotes and preparation of proposals for clients.
• Assist Sales Executive in identifying new business opportunities by adding new lines of coverage and recommending value added services to our clients.
• Requesting referrals and cultivating relationships with new customers.
• Supervising, leading, or mentoring Account Managers and/or Account Assistants.

Qualifications Needed:

• Advanced level knowledge of commercial insurance coverage and products is essential.
• Minimum 5 years’ Commercial Lines middle market account management experience with a broker is required.
• Active Property & Casualty insurance license required
• Requires certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Construction Risk and Insurance Specialist (CRIS), or a similar insurance designation.
• We prefer, but do not require a Bachelor’s Degree in Business, Risk Management, Insurance, or other related field.
• Strong attention to detail and accuracy, working with specific deadlines.
• Skilled in producing strong written and verbal communication.

LP Insurance is an Equal Opportunity Employer. All applicants will be considered for employment without regard to actual or perceived race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, medical condition, pregnancy, genetic information, marital status, amnesty, or status as a covered veteran or any other characteristic protected by applicable federal, state or local laws.

We look forward to working with you!