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Commercial Lines Account Manager

Company: APR
Location: Tustin
Posted on: January 11, 2022

Job Description:

Salary: $55,000 - 65,000 (Depending on experience, education, and training)Location: Tustin, CAPosition DescriptionIndependent agency / retail insurance broker is seeking an experienced and qualified Commercial Lines Account Manager. This individual will be supporting production staff in their servicing of commercial clients and prospects. This is a position that will have the opportunity to grow into a leadership position with the agency.Essential Duties and ResponsibilitiesPrepare marketing submissions for new business and account businessPrepare new business and account renewal proposalsEnter and maintain account data within agency management systemSupport Producer &/or Client Executive in day to day servicing client accounts, including direct contact with clients and insurance underwriters.Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellationsDevelop strong relationships with various company marketing representatives and underwritersDevelop strong relationships & trust with clients, producers, and fellow employeesDevelop and maintain strong technical knowledge of commercial lines coverage & ratingQualifications RequiredStrong team collaboration skillsExcellent verbal and written communication abilitiesSelf-motivated and able to work independentlyAbility to consistently process transactions accuratelyKnowledge of agency management systems (Applied TAM or EPIC, or AMS 360). Applied Epic preferred.Competent in use of Word, Excel, and OutlookHigh School Diploma required; Advance Degree or equivalent career experience preferredProperty and Casualty licenseInsurance designations preferred (CISR, CIC, ARM, CRM, AINS, etc.)5 plus years of client service experience requiredAll submissions treated confidentially

Keywords: APR, Tustin , Commercial Lines Account Manager, Executive , Tustin, California

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