Professional Lines Account Manager

Arrowhead Programs; California (MO); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision

401k and Student Loan Assistance

Paid Time Off and Holidays

Job summary

A leading insurance firm is seeking a Professional Lines Account Manager to manage account service plans and develop client relationships in California. Candidates should hold a Bachelor's degree and possess substantial experience in professional liability insurance, particularly financial institutions E&O and D&O. This remote position requires strong client relationship skills, extensive knowledge in negotiating terms, and proficiency with Microsoft Office. Comprehensive benefits provided, signifying a commitment to employee well-being.

Qualifications

• 15 years’ experience in Professional Liability Insurance.
• 7 years’ experience in an Account Manager or similar role.
• Proven track record working with large, complex accounts.

Responsibilities

• Build and strengthen relationships with existing clients.
• Oversee service plans and ensure client needs are met.
• Negotiate terms and pricing with insurance carriers.

Skills

Client relationship development

Proficiency with agency management systems

Microsoft Office (Excel, Word, PowerPoint, Outlook)

Understanding of professional liability insurance

Negotiation skills

Education

Bachelor’s degree

California P&C Insurance License

Job description

Professional Lines Account Manager page is loaded## Professional Lines Account Managerremote type: Remotelocations: Remote - USAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R25\_0000003533Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**SUMMARY:**This is a Professional Lines Account Manager position that manages all aspects of account service plans while continually developing client relationships for professional liability insurance. Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required**ESSENTIAL DUTIES & FUNCTIONS:** include the following. Other duties may be assigned.* Build and strengthen relationships with existing clients. Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs.* Develops and oversees service plans for each client determining and understanding their needs and requirements. Ensures proper resources from within the office are involved with the client. Plans, organizes and leads internal meetings related to the service plan.* Plans, organizes and leads client meetings.* Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business. Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers.* Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.* Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts. Monitors utilization of on-line processing systems.* Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable). Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately.* Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation.* Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.* Keeps management apprised of developing opportunities and risks with client accounts.**QUALIFICATIONS:**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.**Required*** Valid California P&C Insurance License* 15 years’ experience in Professional Liability Insurance* 7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships* Strong technical skills including proficiency with agency management systems* Proven track record working with large, complex accounts* Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required.* Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook* Ability to maintain a high level of confidentiality* This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.**Pay Range**90000.00 - 120000.00 Annual*The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.***Teammate Benefits & Total Well-Being**We go beyond standard benefits, focusing on the total well-being of our teammates, including:* *Health Benefits*: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance* *Financial Benefits*: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement* *Mental Health & Wellness*: Free Mental Health & Enhanced Advocacy Services* *Beyond Benefits*: Paid Time Off, Holidays, Preferred Partner Discounts and more.*Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.***The Power To Be Yourself** As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.At Arrowhead Programs, growth starts with our people — shaped by an inclusive culture, sparked by innovation and driven by a shared goal to make an impact.Here, you’ll find a collective of independently driven program administrators and managing general underwriters, united by a commitment to delivering one of the most diverse portfolios of niche insurance solutions in the industry. It takes a range of strengths and perspectives to create specialized solutions — and at Arrowhead Programs, every role plays a part in our success.Whether you’re just starting out or taking the next step in your career, this is a place where your work drives progress. If you’re looking for a company that values curiosity, creativity and collaboration, you’ll find your next chapter here.**Own your future. Help shape ours.**