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Commercial Account Manager
Commercial Account ManagerPetra Risk Solutions • Orange, CA, United States
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Commercial Account Manager

Commercial Account Manager

Petra Risk Solutions • Orange, CA, United States
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Job Description

Commercial Insurance career opportunity with established Insurance Brokerage

For more than 34 years, our team of professionals have worked with all lines of Insurance Coverage and specialized Risk Management services. We are a growing and dynamic organization, looking for sharp, professional, licensed, Account Managers to join our team.

Advantages of working with our team :

  • Specialized markets and programs
  • Support staff with experience in a niche industry
  • Cross-sales & new business opportunities

JOB SUMMARY

Perform the essential functions of a primary support role for assigned insured clients within a target market. Provide positive interaction, with prompt, accurate and courteous service to Clients; Account Executives and Producers; Marketing and Carrier Representatives. Grow and develop talents and insurance knowledge to the highest level possible, through a combination of educational programs and experiential (on-the-job) training.

DUTIES AND RESPONSIBILITIES

  • Assume responsibility for designated insured accounts;
  • Review policies, endorsements, audits and applications for accuracy;
  • Document discrepancies / errors and request corrections from insurance carrier;
  • Prepare and send endorsement requests to carriers;
  • Request property valuation reports;
  • Request updated renewal information, from insured clients;
  • Create & update spreadsheets, using Excel;
  • Prepare account submissions, which includes completing applications, supplemental forms and other information needed for policy renewal;
  • Assist in preparing proposals and associated materials for Sales presentations;
  • Obtain binding conditions / subjectivities from clients;
  • Delegate specified tasks and assignments to Assistant Account Managers, as appropriate
  • Issue Certificates of Insurance with appropriate corresponding, required documents upon request;
  • Attach documents in Agency Management System;
  • Invoice endorsements, audits and policies;
  • Maintain a suspense system to follow up on outstanding items in a timely manner;
  • Maintain electronic files in an orderly, up-to-date manner;
  • Service accounts in a manner to eliminate E&O exposures;
  • Maintain regular, pro-active communication with service team members;
  • Assume other job responsibilities as assigned

    • Experience and Skills

    Knowledge, Skills & Abilities :

    EDUCATION, EXPERIENCE, KNOWLEDGE

  • Bachelor's degree (BS / BA) is preferred; or equivalent combination of education and insurance experience.
  • Commercial insurance experience is required.
  • CA Property and Casualty Broker License is required.

    • QUALIFICATIONS

  • Effective oral and written communication skills;
  • Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts;
  • Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations
  • Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages
  • Ability to solve practical problems and deal with a variety of concrete variables
  • Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
  • Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance
  • Proficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, the agency management (TAM) software system and office equipment
  • Type 45-50 wpm
  • Professional work ethic

    • Job Benefits

    Our Compensation Package includes :

  • 401 K Plan
  • Group medical, dental, life, vision & supplemental insurance plans
  • Paid time off
  • Continuing education benefits
  • Flexible scheduling and telecommuting options
  • Excellent work environment
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