New Job Opening: Commercial Lines Account Manager in Redlands, CA

Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a collaborative and family-oriented team. This role is integral to supporting our growth and maintaining a commitment to providing exceptional service to a clients, which include religious organizations, non-profits, schools, and churches. The ideal candidate will bring expertise in commercial lines insurance, a passion for client service, and a proactive approach to managing accounts.

Compensation Package

• Salary Range: $60,000 - $83,000 annually, based on experience.


• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of accounts, including religious organizations, non-profits, schools, and churches, with account sizes ranging from $500,000 to $200,000.


• Handle certificate-heavy tasks related to events hosted by clients.


• Process endorsements, conduct renewal marketing, and present renewal proposals to clients.


• Recommend additional lines of coverage to meet client needs.


• Quote new and renewal business as required.


• Utilize a Salesforce-based system with AI capabilities to manage accounts efficiently.


• Collaborate with team members to ensure seamless service delivery.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.


• Experience: Minimum of 2 years in a commercial lines insurance setting. Experience with non-profits, schools, or religious institutions is preferred but not required.


• Technical Skills: Familiarity with EPIC or similar insurance management software. Experience with Salesforce-based systems is a plus.


• Soft Skills:
  
  
  
  • Collaborative and team-oriented.
  
  
  • Personable with strong interpersonal skills.
  
  
  • Detail-oriented and organized.
  
  
  • Proactive and able to manage multiple priorities effectively.
  
  
  
  


• Education: High school diploma or equivalent required; additional education or certifications in insurance are a plus.

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