Commercial Lines Account Manager

GPAC - Santa Margarita, CA

Full-time - Mid Level

Santa Margarita, CA

Administrative and Support Services

About the position

The Commercial Insurance Account Manager is responsible for managing client accounts, ensuring accurate policy updates, and facilitating communication between clients, producers, and underwriters. This role involves marketing and quoting for new business and renewals, as well as maintaining consistent communication with agency clients and carrier representatives.

Responsibilities

• Accurately input policy updates and account information.
• Communicate with clients, producers, and carrier underwriters regarding policy and coverage-related questions.
• Responsible for the marketing/quoting process for both new business and account renewals.
• Identify, compile, and manage information regarding account renewals.
• Ensure consistent and timely communication with agency clients and carrier representatives.

Requirements

• Property & Casualty Insurance license required.
• Minimum 3-5 years independent agency or retail broker experience.
• Strong technical knowledge of commercial lines coverage & rating.
• Experience with various carriers and working directly with their underwriters.
• Experience utilizing online rating software and various insurance carrier online systems.
• Applied TAM, EPIC or AMS360 software experience.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Legally authorized to work in the United States.