Commercial Account Manager

$65,000 - $85,000/Yr

Roger Stone Insurance Agency - Newport Beach, CA

Full-time - Mid Level

Newport Beach, CA

About the position

The Commercial Account Manager is a key role within the insurance industry, focused on managing a portfolio of commercial clients. This position requires a highly motivated professional who excels in building and maintaining client relationships, providing exceptional service, and developing customized insurance solutions to meet client needs. The role involves collaboration with various stakeholders to ensure effective service delivery and support throughout the insurance process.

Responsibilities

• Manage a portfolio of commercial clients and provide them with exceptional service and support
• Develop and maintain strong relationships with clients and decision-makers
• Identify and assess clients' insurance needs and provide them with appropriate coverage options
• Analyze insurance policies and recommend changes as needed
• Collaborate with underwriters, claims adjusters, and other professionals to ensure timely and accurate service delivery
• Provide guidance and support to clients throughout the claims process
• Monitor industry trends and provide clients with insights and recommendations

Requirements

• 3+ years of experience in commercial insurance account management
• Strong communication and interpersonal skills
• Ability to analyze and interpret data
• Excellent organizational and time management skills
• Active P&C License in CA

Nice-to-haves

• Strong clerical skills

Benefits

• 401(k) matching
• Health insurance
• Costco Membership