Job Position: Account Manager

Location: La Verne, CA 91750

Commercial Line Company is looking for an energetic licensed Commercial Lines Account Manager to join their team immediately.

A day on the Job:

Provide technical support to Sales Executive/Account Executive specifically in analyzing client needs.

Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings.

Completes applications in coordination with Sales Executive/Account Executive, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations on new and renewal business and according to agency procedures.

Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, forwards them to client with appropriate correspondence.

Determines if direct or agency billing is appropriate and invoices accordingly.

Prepares summaries of insurance, schedules, and proposals.

Reviews audits of policies, verifies accuracy and facilities corrections, as needed, between client and carrier.

Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.

Uses agency credit and collection policy in invoicing and pursuing prompt payments.

Determines reasons for requests for cancellations, acts to save accounts and notifies Sales Executive/Account Executive.

Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

Assist clients in submitting first claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.

Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive.

What you need to be successful?

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
• Maintain professional, cordial, and effective relationships with clients, co-workers, vendors, and other business contacts.

Required Skills / Abilities:

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Must hold a valid Property Casualty Broker-Agent license.
• Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Ability to carry out complex tasks with many concrete and abstract variables

GBonilla

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