Job Description

We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years.

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.

Key Responsibilities:

• Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts)
• 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

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