Senior Commercial Lines Insurance Account Manager

Senior Commercial Lines Insurance Account Manager

Founded agency located in East County of Central San Diego, CA
- Remote Hybrid!

This is a very well-established agency and has been around for over 50 years! Family-owned! This agency offers a very friendly and professional environment! This is not a high-turnover agency!

Monday
- Friday, 8:30 am - 5:00 pm

Direct Hire

After training in the office and up and running, the agency is open to discussing a Hybrid schedule; 2 or 3 days remote work.

$85,000- $110,000 per year, depending on experience.

This client offers a full comprehensive benefits package.

• Will assist one Producer with a growing generalist Commercial book of business; approximately $5 mil in premiums.
• Documenting! Everything is documented and this is very important for this role!
• Market, review and prepare quotes/renewals for proposal
• Discuss and review coverage with clients
• Complete acord applications (New Business and Renewals)
• Complete supplementals (New Business and Renewals)
• Attach email communications to Agency Management System (Nexsure)
• Follow up with clients on requested underwriting documents
• Submit bind orders and follow up for policies
• Review policies and process in Agency Management System (Nexsure)
• Handle audit disputes
• Handle inspection recommendations
• Process Direct Bill and Agency Bill Renewals
• Discuss and process endorsements
• Certificate backup
• Follow up on open claims

• The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
• Must hold an active CA Property and Casualty license.
• Must be very detailed and able to multitask!
• Documenting is very important for this role.
• Must be comfortable with this process!
• Good written and oral communication skills.
• Self-motivated, self-disciplined, and self-confident.
• Nexsure agency management experience is a plus.
• Will train!