Commercial Lines Account Manager - Yorba Linda, CA

Insurance ReliefYorba Linda, CA
7d$70,000 - $85,000Hybrid

About The Position

A stellar insurance agency, backed by over 15 years of industry leadership, is actively seeking a highly skilled Commercial Lines Account Manager. Join a forward-thinking team dedicated to delivering bespoke client solutions and fostering continuous professional growth.

Requirements

  • Active P&C license
  • 4+ years of commercial lines account management at a retail brokerage
  • Proven track record of maintaining a book of business composed of contractors, real estate, and construction accounts
  • Comprehensive understanding of diverse insurance coverages, products, and agency protocols

Responsibilities

  • Develop and maintain strong relationships with clients, producers, and underwriters
  • Provide exceptional customer service, built on trust and professionalism
  • Marketing new and renewal business
  • Initial review of policies and preparation of coverage breakdowns
  • Responding to correspondence, telephone, and in-person inquiries from insureds regarding coverage, policy changes, premium payments, and other related matters
  • Assist with the gathering of renewal exposure information for the producer
  • Consult with clients on coverage options and offer the most appropriate coverage for the client
  • Manage information requests and documentation effectively
  • Prepare thorough applications for submission, incorporating underwriting information from producers

Benefits

  • Salary ranges from $70k-$80k+, depending on experience
  • Hybrid work schedule
  • A full suite of benefits that includes health, dental, and vision insurance
  • Generous paid time off and paid holidays
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