Commercial Lines Insurance Senior Account Manager needed for an Insurance Agency in Torrance, CA.
HOURS: Full-Time Hours, Monday to Friday
DURATION: Direct Hire
WORKSITE: Hybrid environment. This means in office 3x/week for the first month, 1x/week thereafter.
Should there be an important team or client meeting, you must be open to coming in office or travelling to client's office. Travel costs covered by the agency!
PAY: Depending on experience, $95,000 - $100,000 per year.
BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
Job Duties can include, but are not limited to:
- Will be managing a middle market book; Manufacture, Retail, Energy. Support the Account Executive on larger accounts. Also, cover the Account Executive's desk when they are out in the field.
- Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics, and able to perform these functions with little guidance from Account Executive and/or Managers.
- Independently, or in partnership with Client Executives or other colleagues, leads client meetings and presentations.
- Special projects as assigned which may include client presentations, functions, and meetings.
- Acts as a liaison between carriers and vendors and communicates accurate details relating to P&C programs.
- Coordinates with Customer Service team and/or Account Representatives, the ordering and issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy.
- Reviews and verifies policy, audits, calculates premiums, and establish payment method.
- Maintains accurate client and policy data and documents within AMS360 system/IR.
- Develops sales or cross-selling opportunities with current clients.
- Maintains confidentiality of Company and customer information.
- Other duties and tasks as needed and/or requested.
To be successful in the role, you should meet the following requirements
The Senior Account Manager will need to have 10+ years of recent experience working as a Commercial Senior Account Manager within an independent agency.
- Must want to continue to learn and grow. This agency encourages career growth and they offer support to obtain and maintain designations.
- Experienced with preparing proposals, contract review, marketing, giving presentations, negotiations with underwriting.
- Experience with generalized risks and lines of coverage including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
- Must have experience with large National Carriers; Chubb, Travelers, Sompo, etc.
- Proficiency with AMS 360 & Image Right preferred.