Commercial Lines Senior Account Manager

LP Insurance Services; Sacramento (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k with employer match

Medical, Dental, Vision

Short-Term/Long-Term Disability

Group Life Insurance

Paid Time Off

Employee Assistance Program

Job summary

LP Insurance Services is an established and growing insurance brokerage firm with offices in several Western states. The Commercial Lines Senior Account Manager will develop and sustain strong relationships with existing clients, coordinate with Producers, Account Executives, and Account Managers, and manage full renewal cycles for large accounts.

Ideal candidates will have extensive commercial lines experience, active P&C licensure, and professional designations.

Qualifications

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

Responsibilities

• Develop and sustain strong relationships with existing clients and identify new business opportunities.
• Collaborate with Producers, Account Executives, and Account Managers to deliver full range of client services.
• Manage the complete renewal process: applications, negotiations, carrier quotes, and proposals.
• Assist Sales Executive in identifying new business opportunities and cross-sell lines of coverage.
• Request referrals and cultivate relationships with new customers.
• Supervise and mentor Account Managers and Account Assistants.

Skills

Commercial insurance knowledge

Accounts management

Client relationship skills

Education

Property & Casualty license

CIC/CRM/CRIS designation

Bachelor's degree (preferred)

Job 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!

Description

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

Benefits

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!