Remote Commercial Lines Insurance Account Manager

Job Description:

Job Description Salary: Competitive salary plus bonus potential and full benefits (health, dental, vision, 401k, PTO, and more)Location: 100% Remote. Must be California-based and have a CA state insurance license.Work Hours: Monday through Friday 7:30 AM to 4:30 PM / 8 AM to 5 PM PSTBenefits:401K + employer matchDental, Medical & Vision Insurance with HSA and FSA optionsEmployer-paid life insurance and voluntary life insuranceEmployer-paid short-term and long-term disability insuranceVoluntary benefits (such as critical illness and accident insurance)Paid holidays and Paid time offTravel reimbursement$750 education allowance and other education bonus opportunityBonus structure paid 68 years in a row! Commercial Lines Account Manager Role Summary: The Account Manager is responsible for providing sales support at the direction of the Account Executive. The Account Manager provides customer service by handling the day-to-day operations of clients' insurance needs. The Account Manager will work with the Producer and service team to design proper insurance and risk management services for clients. Commercial Lines Account Manager Responsibilities Include:Day-to-day responsibilities include servicing of complex accounts, document processing, maintenance of client files, and records managementDevelops complete client information and applications for new and renewal business. Identifies and requests renewal exposures. Guides clients through the renewal process supporting the Account Executive/Producer and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters, and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.Maintains files with proper records according to company procedures. Maintains good internal file audit results.Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.Determines reasons for requests for cancellation and follows cancellation procedures accordinglyParticipates in required continuing professional developmentOther duties as assigned Commercial Lines Account Manager Requirements:3+ years of commercial lines account management/client servicing experience related experience successfully and efficiently managing a high volume workload in a midsize brokerage house handling complex upper and middle-market clients is requiredCalifornia State California Fire & Casualty Broker/Solicitor’s License (Property & Casualty License) requiredExperience in the Construction, Agriculture, Property, and/or Manufacturing industries is highly desirableBachelor's degree (B. A.) from a four-year college or university preferredProficient with agency management systems (AMS 360 with ImageRight plus)Expertise and familiarity with Microsoft Office applications including Word, Outlook, Excel, and PowerPoint with strong keyboarding skillsCompletion of IIA General Insurance Program, ARM, CPCU, and/or other insurance courses is highly desirableExcellent written and oral communication skills About AssuredPartners - Tolman & Wiker: Tolman & Wiker Insurance Services, under AssuredPartners, is one of the largest privately held, independent insurance brokerages in California, and is the largest privately held insurance broker on California’s Central Coast with offices in Ventura, Santa Maria, Bakersfield, and Salinas. With origins dating back to 1923 in Ventura, California, Tolman & Wiker now has over 160 employees who place our clients’ priorities at the center of everything we do. Our leading-edge approach to providing proactive risk advice and proprietary resources allows us to serve clients throughout the U.S. and global insurance marketplace.Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies (Tolman & Wiker offices specifically named Top 100 for 7 years in a row!)Inc. Magazine's Best-Led Companies of 2021Named a 2021 "5-Star Brokerage" by Insurance Business Magazine #a