Senior Commercial Account Manager

Jobtailor; Irvine (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Irvine, CA is seeking a seasoned Commercial Insurance Account Manager to act as the primary liaison for a high-value book of business. You will lead renewal processes, manage client relationships at all levels, and coordinate underwriting, policy, and claims activities to meet client objectives.

Ideal candidates bring active P&C licensing, 5+ years in commercial insurance, and a track record of exceptional service.

Qualifications

• Active P&C license required.
• 5+ years in a similar commercial insurance role.
• Ability to manage client accounts and renewals.
• Strong communication and attention to detail.
• Bachelor’s degree preferred or equivalent experience.

Responsibilities

• Function as the main client contact for an assigned book of business containing PCL’s accounts, with a minimum book size of $1,000,000 in revenue
• Build, expand, and solidify client relationships at all levels
• Lead appropriate resources to address client needs, including risk identification and underwriting, policy, accounting, and claims issues
• Lead the renewal process by obtaining quotes and claims experience from carriers
• Assist Producers with new business calls and implementation of newly assigned accounts
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications, and ordering renewal documents
• Handle diverse Commercial Lines insurance products
• Submit complete and accurate renewal information to incumbent carriers
• Prepare Insurance Coverage Review documents
• Bind coverage with carriers according to client instructions
• Manage day-to-day assigned client accounts
• Discuss commercial policy coverages with customers
• Renew commercial policies by providing ID cards, binders, policies, and certificates
• Monitor and process quality control procedures
• Use the Agency Management System to create activities and attachments
• Manage all aspects of assigned accounts
• Communicate account status with PCL
• Manage accounts receivable for the designated book of business
• Process daily mail and perform daily administration
• Contribute to the development of Technical Assistants

Skills

Active P&C License

5+ Years’ Experience In Commercial Ins

Client Relationship Management

Insurance Coverage Review Preparation

Exceptional Customer Service Skills

Education

High School Diploma or equivalent

Bachelor’s Degree is preferred or equivalent experience

Tools

Agency Management System

MS Office Suite

Job description

• Function as the main client contact for an assigned book of business containing PCL’s accounts, with a minimum book size of $1,000,000 in revenue
• Build, expand, and solidify client relationships at all levels
• Lead appropriate resources to address client needs, including risk identification and underwriting, policy, accounting, and claims issues
• Lead the renewal process by obtaining quotes and claims experience from carriers
• Assist Producers with new business calls and implementation of newly assigned accounts
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications, and ordering renewal documents
• Handle diverse Commercial Lines insurance products
• Submit complete and accurate renewal information to incumbent carriers
• Prepare Insurance Coverage Review documents
• Bind coverage with carriers according to client instructions
• Manage day-to-day assigned client accounts
• Discuss commercial policy coverages with customers
• Renew commercial policies by providing ID cards, binders, policies, and certificates
• Monitor and process quality control procedures
• Use the Agency Management System to create activities and attachments
• Manage all aspects of assigned accounts
• Communicate account status with PCL
• Manage accounts receivable for the designated book of business
• Process daily mail and perform daily administration
• Contribute to the development of Technical Assistants

Requirements

• Active P&C License
• High School Diploma or equivalent
• Proficient with MS Office Suite
• Attention to detail with emphasis on accuracy and quality
• Exceptional verbal and written communication skills
• Exceptional customer service skills
• Enjoys routine work, but flexible to respond to change in tasks/priorities
• Bachelor’s Degree is preferred and/or extensive commercial insurance customer service experience
• 5+ years’ experience in a similar position

Core Competencies

Demonstrates expertise in managing client accounts within the commercial insurance sector, ensuring accurate policy renewals and exceptional customer service. Proficient in utilizing Agency Management Systems and MS Office Suite to enhance operational efficiency and client communication.

Highest-signal resume keywords

• Active P&C License
• 5+ Years’ Experience In Commercial Insurance
• Client Relationship Management
• Insurance Coverage Review Preparation
• Exceptional Customer Service Skills

Hard Skills

• Commercial Lines Insurance Products
• Policy Renewal Process
• Risk Identification
• Underwriting
• Claims Management
• Quality Control Procedures
• Account Management
• Insurance Documentation
• Exposure Updates
• Renewal Applications

Soft Skills

• Attention To Detail
• Exceptional Verbal Communication
• Exceptional Written Communication
• Flexibility
• Customer Service Orientation

Certifications & Qualifications

• Active P&C License

Industry Keywords

• Commercial Insurance
• Client Accounts
• Renewal Process
• Claims Experience
• Insurance Coverage

Tools & Technologies

• Agency Management System
• MS Office Suite