Commercial Lines Account Manager

SUMMARY Support Account Executive(s) in new account production & servicing, while maintaining a good relationship with existing clients in accordance with Agency objectives and procedures. Essential Functions & Responsibilities: Work as a TEAM with Producer(s) Work as a TEAM with other Client Managers, Assistant Client Managers and Client Coordinators Educate clients about coverage, exclusions, and exposures Help clients make appropriate coverage changes Assists in or designs insurance plans for clients Provide Producer(s) with technical support Participate in client meetings with Producer(s) as needed Prepare Acord applications and submissions Marketing including pre-qualifying new business Analyze market quotes to verify coverage, forms, rates and competitiveness Prepare proposals Bind renewals and new business Renew policies in Agency Management System (EPIC) Policy review and processing Review insurance requirements for client contracts Review and resolve certificate deficiencies Activity follow-up Reporting claims and monitoring status until closed Maintain relationship with clients Complete other tasks as directed by Management Qualifications: 5years experience as a Commercial Client Manager managing their own book Current California Property & Casualty License Understand and analyze insurance coverage, forms and policies Good written and oral communication skills Self-motivated, Self-Disciplined, and Self-Confident Applied EPIC (preferred) Characteristics: Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities. High Customer Service level Task-able but not task-myopic Eager to offer opinions & recommendations “Eye on the prize” approach to work Technically astute; easy communicator Enjoys working clients Willingness to pursue advanced insurance designations and continuing education as required. TEAM Player