Job Description

WE HAVE AN EXCITING NEW OPPORTUNITY FOR A PROACTIVE AND ORGANIZED COMMERCIAL ACCOUNT MANAGER TO WORK IN A REWARDING ENVIRONMENT AT OUR LOCATION IN ONTARIO, CA

RESPONSIBLE FOR MANAGING AND RENEWING A BOOK OF BUSINESS

• Works closely with Producers and other staff on all aspects of client service, marketing, and renewal. Initiate Account Planning with Producer 100 days in advance of the renewal
• Set clear expectation for client and business partners by providing same-day response time
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintain up-to-date TAM workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Actively develop an increased knowledge of related insurance products and client needs
• Other duties as assigned

REQUIREMENTS:

• Minimum 4 years of commercial insurance experience required
• California license required
• Solid understanding of policy wordings/coverage
• Ability to mentor others and proven negotiation skills
• Strong attention to detail, time management, problem-solving and analytical skills
• Advanced skills in Outlook, Excel, Word and TAM