Commercial Lines Account Manager - Small Business Unit

Company: Tutton Insurance Services - An AssuredPartners Com
Location: Sunnyvale
Posted on: May 16, 2022

Job Description:

Leading Insurance Company, AssuredPartners, is seeking an Account Manager for the Small Market / Small Business Unit Accounts team!Salary: $65,000 to $70,000 based on experience. Full benefits (health, dental, vision, 401k, PTO, and more)Work Hours: Monday through Friday 8:30 AM to 4:30 PM (with half-hour lunch) or 5:00 PM (with one hour lunch) - flexible starting earlier is fine as wellLocation: The ideal candidate can work in the office full-time or hybrid at 2913 S Pullman Street, Santa Ana, CA 92705. However, we are open to remote work if the candidate is qualified, resides in California, and carries an active CA State Property and Casualty License.
AssuredPartners has Excellent Benefits, including:

• 401K + match
• Dental, Medical, Vision Insurance
• HSA and FSA options
• Employer-paid life insurance, Voluntary life insurance, Employer-paid short-term and long-term disability insurance
• Paid time-off, Paid holiday
  Commercial Lines Account Manager Role Summary:The Account Manager will provide a high level of sales support to internal team members and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.The Account Manager has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.The Account Manager is responsible for assisting clients with service needs and making changes to existing policies. The Account Manager will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
  Essential Duties and Responsibilities of Commercial Lines Account Manager:
  • Meets directly with Small Business Unit / Small Market clients (typically accounts under $2,500 in revenue). Does not work with Producers and takes 100% ownership of the accounts.
  • Binds roughly 50 policies a month (works with another SBU Account Manager partner to help bind 100 or so policies a month total)
  • Negotiates and sells lines of insurance to clients. Designs insurance and risk management plans for clients as assigned and directed by Agency management.
  • Provides clients with Insurance Coverage Review and reviews methods of handling risks
  • Leads accounts through the renewal process per department procedures
  • Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed
  • Handles prompt review of all premium audits recognizing that the Agency must process audits timely
  • Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution
  • Other duties as assigned
    Skills and Qualifications of Commercial Lines - Account Manager:
    • 5+ years of experience in commercial property and casualty insurance with 1-3 years of experience independently managing a book at an insurance agency
    • Current active CA State Property and Casualty license required
    • Must have experience with agency management software AMS360 specifically
    • Professional designations preferred
    • Tech-savvy with internet software and Microsoft Office including spreadsheet software (Excel), PowerPoint, Word, and Microsoft Outlook
      About AssuredPartners:AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.#a

Keywords: Tutton Insurance Services - An AssuredPartners Com, Sunnyvale , Commercial Lines Account Manager - Small Business Unit, Executive , Sunnyvale, California