Remote Commercial Account Manager – Mid-Market Growth

Incendia Partners; San Diego (CA); Remote; USD 110,000 - 115,000; Full time

Job summary

Incendia Partners is seeking a Commercial Account Manager who will work remotely from within San Diego, CA. The role focuses on servicing mid-market client accounts with support from Risk Advisors and Senior Client Managers.

You will manage renewals, risk surveys, submissions to carriers, and pricing negotiations to protect client interests. The ideal candidate has a California Insurance License, 5+ years of client management experience, and familiarity with PC applications.

Qualifications

• Current California Insurance License.
• 5+ Years Client Management Experience.
• Industry Designations.
• Proficiency of PC Applications.

Responsibilities

• Provide service to clients in conjunction with the Risk Advisor and Senior Client Manager.
• Become familiar with all clients and be responsible for service provided to assigned customer accounts.
• Manage the new business and renewal process; review risk management surveys; advise on exposure to loss and appropriate coverages.
• Develop marketing plan with Executive Client Manager and/or Risk Advisors and insureds; submit to carriers; prepare proposals; negotiate terms and pricing; work with underwriters.
• Monitor complex risk control and claims issues with Risk Control Department.
• Conduct contract and lease reviews to advise client on risk and compliance issues.
• Maintain positive client and insurance company relationships.
• Explain payment requirements to new and existing clients.
• Oversee, direct, plan and schedule the work of others.

Skills

Client management

Account management

Education

California Insurance License

Tools

PC Applications

Job description

Incendia Partners is seeking a Commercial Account Manager who will work remotely from within San Diego, CA. The role focuses on servicing mid-market client accounts with support from Risk Advisors and Senior Client Managers.

You will manage renewals, risk surveys, submissions to carriers, and pricing negotiations to protect client interests. The ideal candidate has a California Insurance License, 5+ years of client management experience, and familiarity with PC applications.