Remote Commercial Lines Insurance Account Manager
Company: Tolman & Wiker - An AssuredPartners Agency
Location: Santa Maria
Posted on: May 7, 2022
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 PST
- Benefits:
- 401K + employer match
- Dental, Medical & Vision Insurance with HSA and FSA
options
- Employer-paid life insurance and voluntary life insurance
- Employer-paid short-term and long-term disability
insurance
- Voluntary benefits (such as critical illness and accident
insurance)
- Paid holidays and Paid time off
- Travel reimbursement
- $750 education allowance and other education bonus
opportunity
- Bonus 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 management
- Develops 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 accordingly
- Participates in required continuing professional
development
- Other 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
required
- California State California Fire & Casualty Broker/Solicitor's
License (Property & Casualty License) required
- Experience in the Construction, Agriculture, Property, and/or
Manufacturing industries is highly desirable
- Bachelor's degree (B. A.) from a four-year college or
university preferred
- Proficient 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 skills
- Completion of IIA General Insurance Program, ARM, CPCU, and/or
other insurance courses is highly desirable
- Excellent 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 2021
- Named a 2021 "5-Star Brokerage" by Insurance Business
Magazine
#a
Keywords: Tolman & Wiker - An AssuredPartners Agency, Santa Maria , Remote Commercial Lines Insurance Account Manager, Executive , Santa Maria, California
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