Professional Lines Account Manager

Arrowhead Programs; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

Financial Benefits: ESPP; 401(k); Student Loan Assistance; Tuition Reimbursement

Mental Health & Wellness Services

Paid Time Off

Job summary

Arrowhead Programs is seeking a Professional Lines Account Manager to oversee account service plans and foster client relationships in the realm of professional liability insurance. This role requires a Bachelor's degree, 15 years of experience in professional liability insurance, and a California P&C License. Key responsibilities include managing service plans, client meetings, and marketing submissions. A strong technical skill set is essential, and proficiency with Microsoft Office is required. The salary range is $90,000 - $120,000 annually, accompanied by a robust benefits package.

Qualifications

• 15 years’ experience in Professional Liability Insurance.
• 7 years’ experience in an Account Manager or similar position.
• Proven ability to develop client relationships.

Responsibilities

• Build and strengthen relationships with existing clients.
• Develop and oversee service plans for each client.
• Plan and organize client meetings.

Skills

Client relationship management

Professional liability insurance

Proficiency in Microsoft Office

Strong technical skills

Confidentiality

Education

Bachelor's degree

Valid California P&C Insurance License

Tools

Agency management systems

Job description

Summary

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

• 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.
• Develop and oversee service plans for each client, determining and understanding their needs and requirements. Ensure proper resources from within the office are involved with the client. Plan, organize and lead internal meetings related to the service plan.
• Plan, organize and lead client meetings.
• Supervise and review preparation of marketing submission packages to obtain quotes on new and renewal business. Coordinate and monitor the marketing of accounts; negotiate terms and pricing with carriers.
• Assign preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; review the work product of Account Specialists to ensure accurate and timely completion.
• Develop and oversee implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts. Monitor utilization of online processing systems.
• Plan and organize periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable). Review large loss notices and DISCLAIMERS; bring potential issues to attention of Producer and CalSurance management immediately.
• Review policies and midterm coverage endorsements for accuracy and conformance to quotation.
• Review work of Account Specialists and ensure accuracy of all account‑level financial records/reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.
• Keep 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 Skills & Experience

• 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.
• May require routine or periodic travel; 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

90,000.00 – 120,000.00 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.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401(k); 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.

Equal Opportunity Employer

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”.