Commercial Lines Account Manager

GPAC - San Juan Capistrano, CA

Full-time - Mid Level

San Juan Capistrano, CA

Administrative and Support Services

About the position

The Commercial Insurance Account Manager is responsible for managing client accounts in the commercial insurance sector. This role involves accurate data entry of policy updates, effective communication with clients and underwriters, and overseeing the marketing and quoting process for new business and renewals. The position requires a strong understanding of commercial lines coverage and the ability to work with various insurance carriers.

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 and quoting process for new business and account renewals.
• Identify, compile, and manage information regarding account renewals.
• Maintain consistent and timely communication with agency clients and carrier representatives.

Requirements

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