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Insurance Licensed Commercial Lines Account Manager

Saint Moore Insurance Agency

Insurance Licensed Commercial Lines Account Manager

Redlands, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Dental insurance

    Health insurance

    Paid time off

    Vision insurance

    Our Account Managers play an essential role in ensuring our clients receive excellent customer service. We are looking for someone who is a team player and has strong product, coverage and carrier knowledge. Must have a California State Insurance License in good standing with at least 5 years of experience as a Commercial Lines Account Manager. CIC designation or Construction Risk experience would be a plus.

    Qualifications

    Ability to multi-task

    Great attention to detail

    Excellent written and verbal communication skills

    Reliable

    Motivated

    Property and Casualty License

    Job Duties include:

    1. Work with clients and build long-term relationships

    2. Complete ACORDs and online applications from various carriers

    3. Prepare binders, proposals and marketing summaries

    4. Process audits and endorsement requests

    5. Issue certificates of insurance

    6. Check policies, endorsements and audits for accuracy