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Capstone Search Group

Senior Account Manager – Commercial Lines

Capstone Search Group, San Diego, California, United States, 92189


About the RoleInsurance job opening in the greater San Diego area for an experienced

Commercial Insurance Client Manager

with an independent agency that has experienced recent growth and is looking to add to a dynamic team of account service members in their Property and Casualty division.

Duties & Responsibilities

Daily management of an assigned book of business

Interaction with internal and external stakeholders, vendor partners, and client contacts

Work closely with sales team and executive leadership to create long term client retention and overall satisfaction

Skills & Experience

5-7 years of experience working with commercial lines property and casualty coverages, products, and services

State insurance license required

Additional professional designations such as CIC, CISR, CPCU, etc. preferred

Experience with Applied EPIC a plus

Job Specs

Goal:

Integrate an experienced middle market client manager to the service team

Proficiency:

Middle market accounts experience a huge plus

Someone who demonstrates leadership qualities and can jump right into a challenging role

Ability:

Immediately assume a book of business and work autonomously

Compensation, Benefits, & Perks$85-110,000 + full benefit package + hybrid work schedule

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