Commercial Insurance Account Manager

Schumacher Insurance Solutions
Lodi CA
30+ days ago

Job Description

We are a family-owned insurance brokerage looking for a seasoned (minimum 3 years) Commercial Lines Account Manager. The ideal candidate will be able to manage all aspects of a book of business from new business to renewal business, processing of endorsements, and cross-selling. They will be relationship-focused and results-driven. The right candidate will have strong communication skills and will be very organized.

Experience with AMS360 and/or bilingual are a plus

Familiarity with Contractors, Habitational, and E&S markets are a plus

Must have valid Property & Casualty License

Daily duties include:

Complete applications per Agent’s underwriting information

Contact customer for additional information

Order Loss Runs

Complete supplemental applications

Send submission to brokerage/companies

Follow-up on submissions

Upon receipt of quote, review with Agent (if necessary)

Bind order to carrier

Invoice premium & send to insured with binder

Review policies and forward to insured

Process policy changes

Process Certificates of Insurance

Process Audits

Handle all calls/emails from insured and underwriter (work with Agent as needed)

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities

Education:

  • High school or equivalent (Preferred)

Experience:

  • Account management: 3 years (Required)

License/Certification:

  • Property & Casualty License (Required)

Ability to Relocate:

  • Lodi, CA 95242: Relocate before starting work (Required)

Work Location: In person

Visit Original Source:

http://www.indeed.com/viewjob
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