Senior Account Manager, Commercial Lines

Full-time - Mid Level

San Diego, CA

Insurance Carriers and Related Activities

About the position

The Senior Account Manager is responsible for providing comprehensive account support to a client or group of clients, with limited direction. The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

Responsibilities

• Client Support: May be first point of contact on some accounts; supports in delivering service to book of business.
• Provides renewal and proposal presentations for delivery to clients.
• Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
• Account Management: Reviews renewals and proposes changes needed under direction and guidance of senior team members.
• Supports in claim review and other risk analysis tasks.
• Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing.
• Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
• Insurance Expertise: May be responsible for analyzing market trends and advising clients on changes to policies.
• Proficient in working knowledge of renewal processes and considerations.
• May be responsible for assisting Producers with marketing campaigns.
• Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
• Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
• Leadership: Provides mentoring and guidance to more junior team members, such as Account Coordinators.
• Other duties as assigned.

Requirements

• Must reside in the West Region- required.
• 4+ years of experience as responsible person for all levels of commercial account service to a particular client or set of clients required.
• Property and Casualty License required.
• Experience with California clients required.
• Experience with EPIC agency management software strongly preferred; able to quickly learn new systems.
• Working knowledge of available commercial lines coverages based on business and industry.
• Demonstrated problem solving and solution-design skills; strong written and verbal communication skills.
• Proficient at rapid prioritization and time management.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.

Benefits

• Competitive base salary of $70,000-90,000.
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
• Company match 401(k) plan - 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
• Pet benefits & discounts.
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners.