- Salary
- $85k – $125k/yr
- Location
- San Dimas, CA
- Workplace
- Remote, Hybrid, Onsite
- Department
- Sales
- Seniority
- Manager
- Source
- Paylocity
Description
Description
Pay Range: $85K - $125K per year plus bonus and commission opportunity
Job Summary:
The Commercial Lines Insurance Account Manager will work with commercial and business clients to determine their insurance needs. This is a relationship-focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.
Work Schedule:
- 100% onsite for the first 90 days, hybrid schedule after 90 days.
- Monday through Friday, 8:30 am - 5:30 pm
- Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remote
Responsibilities and Duties:
- Help clients understand and determine their individual commercial line service needs
- Oversee and manage client business, including policy changes, applications, and claims
- Ensure maximum client retention and generation through relationship-building
- Market new service offerings
- Thoroughly researching and analyzing insurance policies
- Arranging insurance policies in an understandable fashion
- Working with Underwriters to adopt policies
- Assisting clients in filing claims and throughout the claim process
- Promoting new insurance policies to existing customers
- Participating in continuing education programs in insurance
- Maintaining a good relationship with business partners
Requirements
- Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance
- Account management experience preferred
- Valid state Property and Casualty License
- Excellent communication and interpersonal skills
- Excellent customer service skills
- Thorough and keen attention to detail
- Ability to remain calm under pressure and deal with a large workload
- Ability to use the software utilized within the company
Employee Benefits:
- Generous Time Off (Paid Holidays, Vacation, Sick, etc.)
- Safe Harbor 401K Plan
- Medical, Dental, and Vision plans with high employer contribution
- Casual work environment
