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Commercial Lines Account Manager
6873 N West Ave Suite 101 Fresno, CA 93711 US
Job Description
Hire Up is currently seeking a motivated Commercial Lines Account Manager in Fresno, CA! Offering an annual salary between $60,000 - $80,000 depending on experience.
This position is responsible to provide prompt, accurate and reliable assistance in a team environment. Employees hired for this position have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training.
DUTIES AND RESPONSIBILITIES
- Assume responsibility for assigned insured accounts;
- Review policies, endorsements, audits and applications for accuracy in rating, typing, coverage & signatures;
- Document discrepancies/errors and request corrections from insurance carrier;
- Prepare and send endorsement requests to carriers;
- Request property valuation reports;
- Request updated renewal information, from insured clients;
- Create & update spreadsheets, using Excel;
- Prepare account submissions, which includes completing applications, supplemental forms and other information needed for policy renewal;
- Assist in preparing proposals and associated materials for Sales presentations;
- Obtain binding conditions/subjectivities from clients;
- Delegate specified tasks and assignments to Assistant Account Managers, as appropriate
- Issue Certificates of Insurance with appropriate corresponding, required documents upon request;
- Attach documents in Agency Management System;
- Invoice endorsements, audits and policies;
- Maintain a suspense system to follow up on outstanding items in a timely manner;
- Maintain electronic files in an orderly, up-to-date manner;
- Service accounts in a manner to eliminate E&O exposures;
- Maintain regular, pro-active communication with service team members;
- Assume other job responsibilities as assigned
EDUCATION, EXPERIENCE, KNOWLEDGE
- Commercial insurance experience is required.
- CA Property and Casualty Broker License is required.
QUALIFICATIONS
- Effective oral and written communication skills;
- Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts;
- Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations
Please apply today!
Additional Information
Career Expert
Mikaela Mora
Client Relations Manager of Northern CA
Meet Mia, our Client Relations Manager on the Southern CA team! Before joining the team, Mia worked as a Recruiter for two years, hiring LVN's, RN's, Caregivers, and other healthcare workers. One professional goal that she has now at Hire Up is to continue to grow in the industry so she can manage a recruiting team one day. A work-related accomplishment Mia has was when she staffed a new client who would be taking care of a newborn that had just come home from the hospital. The parents were very nervous, but an amazing nurse helped teach them many skills and trained them on their son's medical needs. Mia loves working at Hire Up because of the growth, opportunity, having a positive team and work environment, and learning more! Outside of the office, you can find Mia with her family, cooking, trying new restaurants, going to the beach, swimming, and trying different workouts and classes.