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Commercial Account Manager | Middle Market

  • Location: Irvine, CA
  • Remote: Remote
  • Type: Questpro - Contingent
  • Job #19847
Commercial Account Manager 
Opportunity Overview “Best of both Worlds”

All the fun of fast past forward thinking Middle Market Retail Agency with a “genuine team based culture” that's owned by a national leader in insurance broking and risk management solutions. With a combined 90 plus years of insurance experience, knowledge and expertise it's a great  launch pad for your Account Management Career to take off! 

Hybrid in office location Irvine CA – min. 2 days per week.  

Perks  Training | Continuing Education Paid by Company | work life balance| excellent benefits competitive pay upward career track 


Client Service

  • Review insurance coverages to ensure quality of risk placement.  Notify Vice President when changes in coverage are required due to a change in exposure, marketplace and/or general improvement of insurance program.  Utilize additional technical resources as needed.
  • Demonstrate an understanding of routine coverages and policy terms and be able to clearly articulate this information as needed.
  • Manage day to day processing of endorsements, coverage/policy changes, billings, certificates, audits and general correspondence.  Utilize all available resources to ensure timely completion of work.
  • Develop and maintain professional relationships with clients, support staff, insurance markets and team. 
  • Keep client files in order in accordance with Company’s policy and documentation procedures; document all account activities in a manner which is clear and understandable by others.
Marketing Renewals and New Business
  • Prepare underwriting submissions, assist Vice President in the selection of markets, and send completed submissions to markets in a professional and timely manner.
  • Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
  • Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established
  • Prepare coverage letters, check policies for accuracy, issue binders, process invoices and set up files.
  •  California Brokers Property/Casualty License is required.
  • Three to five years’ experience as an Commercial Account Manager. Commercial Real Estate a plus
  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Experience working with AMS 360 highly preferred.
  • CIC designation preferred.
  • Must have excellent problem-solving skills and be able to develop solutions with both a traditional and creative approach, using all available resources to solve before seeking assistance.
  • Strong interpersonal and communication skills and the ability to communicate and build trusted relationships with all levels of staff and external contacts.
  • Excellent customer service skills.
  • Works with a sense of urgency as required to meet deadlines.
  • Acts in a diplomatic manner and responds promptly to customer needs/requests.
  • Able to prioritize workload and work under pressure.
Recruiter Contact


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