Strategic Commercial Lines Account Manager

SullivanCurtisMonroe Insurance Services, LLC; Irvine (CA); On-site; USD 110,000 - 120,000; Full time

Job summary

SullivanCurtisMonroe Insurance Services, LLC in Irvine, CA is seeking a Senior Account Manager to support Account Executives in delivering comprehensive insurance coverage and superior service to high-value clients. You will mentor staff, participate in client meetings, and help drive account growth while ensuring policy changes, renewals, and endorsements are processed accurately.

The role requires a strong background in commercial insurance, a license, and professional designations, with a

Qualifications

• Bachelor's degree in business, finance, risk management, or related field preferred.
• Minimum 7 years of relevant insurance experience, especially in commercial lines account management.
• Current and valid Property and Casualty license.
• One professional designation (CIC, CPCU, CRM) or willingness to attain within 18 months.
• Solid knowledge of commercial insurance products, coverages, and policies.
• Excellent communication and customer service skills with strong client relationships.
• Strong analytical and problem-solving abilities for risk assessments and coverage needs.
• Ability to manage multiple client accounts and ensure accurate policy processing.
• Collaborate effectively with colleagues and underwriters to meet goals.
• Proficiency with MS Office; AMS 360 and Image Right experience preferred.
• Ability to host virtual meetings via Teams and Zoom and deliver presentations.

Responsibilities

• Provide essential support to Commercial Lines Account Executives in nurturing and maintaining client relationships.
• Collaborate with Sales Executives to understand client needs and offer comprehensive insurance coverage options.
• Deliver exceptional customer service in a fast-paced environment.
• Ensure accurate and timely processing of policy changes, renewals, endorsements, and related administrative tasks.
• Lead policy renewals, negotiate terms with underwriters, and address coverage changes.
• Work with Account Executives to develop strategies to meet business objectives and revenue targets.
• Assist in preparing and presenting insurance proposals and presentations to clients.
• Identify upselling and cross-selling opportunities to maximize retention and growth.
• Collaborate with Sales Executives to pursue new business opportunities and participate in client meetings.
• Stay updated on industry trends, regulations, and market conditions to provide informed recommendations.
• Maintain organized client records and communications in the Agency Management System.
• Respond promptly to client inquiries and resolve issues professionally.
• Engage in ongoing training and professional development; mentor staff as needed.

Skills

Communication

Client relationships

Analytical skills

Problem solving

Team collaboration

Presentation skills

MS Office

Education

Bachelor's degree

Tools

AMS 360

Image Right

Teams

Zoom

PowerPoint

Job description

SullivanCurtisMonroe Insurance Services, LLC in Irvine, CA is seeking a Senior Account Manager to support Account Executives in delivering comprehensive insurance coverage and superior service to high-value clients. You will mentor staff, participate in client meetings, and help drive account growth while ensuring policy changes, renewals, and endorsements are processed accurately.

The role requires a strong background in commercial insurance, a license, and professional designations, with a