Senior Commercial Lines Insurance Account Manager

SDI Staffing; Torrance (CA); Hybrid; USD 105.000 - 115.000; Vollzeit

Benefits dieser Stelle

Medical options PPO/HSA

HSA employer contribution

Employee premiums share

Dental coverage

Life/AD&D coverage

Voluntary Life

Vision coverage

AFLAC benefits

401k with employer matching

Zusammenfassung

SDI Staffing is seeking a Senior Commercial Lines Insurance Account Manager for an established agency in Torrance, CA. Hybrid schedule; direct hire; full-time hours 8:30 am – 5 pm or 9 am – 5:30 pm.

The role manages mid-market commercial accounts, handles proposals, presentations, and marketing with carriers, and coordinates with team and clients. CA P&C license required; 5+ years’ experience; travel as needed.

Qualifikationen

• Minimum of 5 years working as an Account Manager / Senior Account Manager on Commercial Insurance within an independent agency.
• Experience with preparing proposals, contract review, marketing, giving presentations, and negotiating with underwriting.
• Experience with general liability, workers' comp, CL auto, professional liability, etc.
• Proficiency with AMS 360 & Image Right preferred.
• Intermediate - Advanced MS Office Suite required.
• Current CA P&C License.
• Travel to client and carrier meetings and industry events may be required.

Aufgaben

• Think creatively to solve client problems, manage marketing and daily communications.
• Conduct client visits and presentations, coordinate with assistant account manager and CSR.
• Lead client meetings and develop proposals, renewals, and cross-selling opportunities.
• Verify accuracy of policies, endorsements, and certificates; maintain AMS360 system data.
• Coordinate with carriers and vendors to issue binders, certificates, and documents.

Kenntnisse

Relationship management

Proposals

Presentations

Negotiation

Marketing

MS Office Suite

Client visits

Ausbildung

CA P&C License

Tools

AMS360

ImageRight

Jobbeschreibung

Senior Commercial Lines Insurance Account Manager needed for an established agency located in Torrance, CA! Hybrid Remote!

HOURS: Full-Time Hours, Monday to Friday; 8:30 am – 5 pm or 9 am – 5:30 pm

DURATION: Direct Hire

WORKSITE

Hybrid schedule offered! Must reside within a reasonable driving distance of Torrance

PAY

$105,000 - $115,000/year depending on experience

BENEFITS

• As a valued member of the team, this client offers a comprehensive benefits package, including:
• 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
• Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
• Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
• Dental: Principal POS plan with $2000 max coverage
• Life/AD&D: Flat $20,000 coverage
• Voluntary Life: Up to $300,000 coverage
• Vision coverage LTD: 60% up to $6000 monthly benefit
• Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
• 401k with employer matching (eligibility after 1 year of employment)

ABOUT THE BOOK

$600k in revenue; mixed book of hospitality, food-related, retail, possible warehouse and manufacturing clients. Mid-market accounts.

Job Duties

The Senior Account Manager must be able to think creatively to solve client problems, handle marketing and daily communications, client visits (mostly local), proposals and presentations as needed, work in a team setting to delegate things to the assistant account manager and CSR, while keeping open communication with the producer, claims staff, and any account executive that might be the advisor on a particular account. Relationship management of client. Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics, and able to perform these functions with little guidance from Account Executive and/or Managers. Independently, or in partnership with Client Executives or other colleagues, leads client meetings and presentations. Special projects as assigned, which may include client presentations, functions, and meetings. Acts as a liaison between carriers and vendors and communicates accurate details relating to P&C programs. Coordinates with Customer Service team and/or Account Representatives, the ordering and issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy. Reviews and verifies policy, audits, calculates premiums, and establishes payment method. Maintains accurate client and policy data and documents within AMS360 system/IR. Develops sales or cross-selling opportunities with current clients. Maintains confidentiality of Company and customer information. Other job duties as needed and/or requested.

To be successful in the role, you should meet the following requirements

• Minimum of 5 years working as an Account Manager / Senior Account Manager on Commercial Insurance within an independent agency.
• Experience with preparing proposals, contract review, marketing, giving presentations, and negotiating with underwriting.
• Experience with generalized risks and lines of coverage, including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
• Proficiency with AMS 360 & Image Right preferred.
• Intermediate - Advanced MS Office Suite required.
• Current CA P&C License.
• This role may require periodic travel to client and carrier meetings, as well as industry events.
• Visa sponsorship is not available.
• W2 only