Account Manager, Commercial Lines

Full-time - Entry Level

Newport Beach, CA

About the position

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions.

Responsibilities

• Manages the entire account service process
• Reviews applications, renewal requests to determine marketing strategy
• Markets to carriers and negotiates rates and terms
• Prepares quotes and proposals
• Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
• Binds policies
• Assists with audits, as necessary
• Coordinates premium financing, as necessary
• Collaborates/assists the Producer with client meetings, strategy sessions
• May oversee and direct more junior-level team members

Requirements

• 3+ years of related commercial insurance experience within a brokerage environment
• HS diploma or GED
• Holds an insurance license in good standing
• Effectively interacts with all levels within the organization
• Computer proficient with MSOS, Outlook, agency management systems (Epic preferred)
• Required soft skills: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail

Benefits

• Competitive salary
• Bonus potential
• PPOs, HMO, HSA, FSA, vision coverage, dental coverage
• Pet insurance
• Paid time off
• Generous 401k plan