Account Manager-CL

$55,000 - $60,000/Yr

AssuredPartners - Fresno, CA

Full-time - Entry Level

Fresno, CA

Insurance Carriers and Related Activities

About the position

The Account Manager will support the Commercial Lines department by managing current clients' insurance programs and delivering risk management solutions. This role involves building relationships with clients and insurance carriers, ensuring accurate account management, and leveraging technical knowledge to facilitate effective insurance solutions. The position offers opportunities for career growth within a rapidly expanding insurance brokerage.

Responsibilities

• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
• Assist in the development of strong business relationships with appropriate insurance carrier personnel.
• Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Maintain files with proper records according to company procedures.
• Follow company procedures to achieve positive audit results.
• Ensure accuracy of account information for new and renewal policies, endorsements, and billing invoices.
• Review all premium audits according to Agency procedures.
• Review accounts receivable report for all assigned accounts to support client retention.
• Leverage technical knowledge to ensure timely receipt of carrier quotes and review for gaps.
• Attend training and seek self-directed learning to continue education in industry and technical knowledge.

Requirements

• 2-5 years of related experience and/or training preferred.
• Property and Casualty License.
• Working knowledge of available commercial lines coverages based on business and industry.
• Proficient in providing client service through electronic, telephone, and in-person interaction.
• Problem solving skills; strong written and verbal communication skills.
• Proficient in use of Agency Management software or ability to quickly learn new systems.
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.

Benefits

• Competitive base salary of $55,000-$60,000
• Generous 30+ Days Comprehensive Paid Time Off Package
• Health benefit options including affordable medical, dental, and vision plans
• Company match 401(k) plan - 50% up to 6%
• Discounts at over 11,000 gyms and fitness centers
• 24/7 access to licensed therapists for mental health support
• Pet benefits & discounts
• Access to Employee-led Resource Groups (ERGs)