Account Manager - Commercial Lines
Commercial Account Manager – fast growing dynamic company
Work for the fastest growing brokerage in California. With a great leadership team, incredible employee appreciation and undeniable opportunities to grow – look what we have to offer you!
Company Information:
Our Brokerage has grown to nearly 40 Principals in 2 to 3 years which is why we stake the claim of the fastest growing Brokerage in California. Our company is built on Integrity, Efficiency and Customer Service. Producers and Customers love working with us! As a Bay Area tech firm we offer a fun, exciting and empowering place to work. The entire Account Management Team is focused in one location to take advantage of our proprietary technology platform that frees our staff up to focus on the truly important work. Clients, Producers and Account Managers love working with us!
Appreciating and Valuing our Employees:
We fully cover our Employees for Medical and Dental and offer Unlimited PTO! (really!) The company has a strong 401k Program and Stock Options. But most importantly, we offer a Caring environment where managers are focused on Staff Fulfillment and enjoying the journey.
Your role with the Company:
The Account Manager is responsible for Developing & Maintaining great Client Relationships. The role works with several Producers and Account Managers in a team environment with a 100% focus on the customer during the New Sales, Policy Year and Renewal processes. You will also “Market” business in an effort to secure great coverage at affordable pricing.
Community Information:
Our downtown San Francisco is ideal and close to tons of shopping and food and culture. East Bay and Peninsula Commutes are very doable.
Background Profile:
Work for the fastest growing brokerage in California. With a great leadership team, incredible employee appreciation and undeniable opportunities to grow – look what we have to offer you!
Company Information:
Our Brokerage has grown to nearly 40 Principals in 2 to 3 years which is why we stake the claim of the fastest growing Brokerage in California. Our company is built on Integrity, Efficiency and Customer Service. Producers and Customers love working with us! As a Bay Area tech firm we offer a fun, exciting and empowering place to work. The entire Account Management Team is focused in one location to take advantage of our proprietary technology platform that frees our staff up to focus on the truly important work. Clients, Producers and Account Managers love working with us!
Appreciating and Valuing our Employees:
We fully cover our Employees for Medical and Dental and offer Unlimited PTO! (really!) The company has a strong 401k Program and Stock Options. But most importantly, we offer a Caring environment where managers are focused on Staff Fulfillment and enjoying the journey.
Your role with the Company:
The Account Manager is responsible for Developing & Maintaining great Client Relationships. The role works with several Producers and Account Managers in a team environment with a 100% focus on the customer during the New Sales, Policy Year and Renewal processes. You will also “Market” business in an effort to secure great coverage at affordable pricing.
Community Information:
Our downtown San Francisco is ideal and close to tons of shopping and food and culture. East Bay and Peninsula Commutes are very doable.
Background Profile:
- 3+ years of experience as a Commercial Account Manager from any market or class of business.
- Expertise in New Business, Service and Renewal of Small to Mid Size Commercial Accounts
- Thrive in a collaborative team oriented environment
- Working knowledge of Bay Area Insurance Market is a big plus
Account Manager - Personal Lines
You'll be responsible for:
- Developing and maintaining high level client relationships
- Providing a deep technical understanding of Personal lines insurance
- Working with Producers to create a service plan for each client while overseeing and managing day-to-day client relationships
- Leveraging proprietary technology on a daily basis to improve our service offering, including the automation of applications, quotes, renewals, certificates, endorsements and claims
- Working with Producers and other team members to market for quotes from various insurance carriers and wholesale brokers
- Communicating with clients and producers on the following scenarios (not limited to): Notices of Intents to cancel, policy reinstatements, payment reminders
- Preparing and executing on: Loss Policy Release Forms, Cancellation Release Forms, Evidence of Insurance, Property Inspections
- Managing policy endorsement requests
- At least two years of experience and demonstrated proficiency in a Personal Lines Account Management
- Familiar working both online, over the phone and in person with the majority of major personal lines insurance carriers
- Understanding of general interactions needed between agency and insurance carrier
- Excellent oral and written communication skills, as well as superior client service and problem solving skills
- Appropriate state licensing to transact and advise on insurance
- Ability to work independently as well as in a team environment
- Demonstrated efficiency with computer systems and software, including but not limited to Microsoft Office products and Adobe
- Willingness to learn proprietary technology
- Competitive compensation
- Stock Options
- 100% employer-covered Medical and Dental
- Unlimited PTO
- 401k Employee Contribution Program