Commercial Lines Account Manager-Agency experience required

Incredible Insurance Agency in Del Mar is seeking a Commercial Lines Account Manager for their growing team. They are one of the largest privately held brokerage firms in the U.S.!

If you have 2+ years of experience in commercial insurance, managing a book of business and want to work for a great agency, where you can grow your career, this role is for you!

This is a fully onsite position.

Knowledge in Applied EPIC agency management is a huge plus!

The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.

• Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $400k-$600k.
• Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients.
• Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients.
• Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements.
• Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives.
• Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction.

Qualifications:

• Minimum 2 years of commercial lines account management experience
• Bachelors degree preferred
• Hold an appropriate Property and Casualty Agent/Broker license in good standing
• Experience with Applied Epic preferred