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

Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic team. This role is ideal for a professional with a strong background in commercial insurance, particularly in middle-market accounts. The successful candidate will play a pivotal role in managing client relationships, handling renewals, marketing, endorsements, and assisting producers with new business marketing. This position offers an opportunity to work in a collaborative environment with a focus on delivering exceptional service to clients.

Compensation Package

• Salary Range: $65,000 - $85,000 annually, based on experience and qualifications.


• Comprehensive benefits package.

Responsibilities

• Manage a book of business with over $2 million in premiums, focusing on middle-market accounts.


• Handle renewals (90%) and assist with quoting new business (10%).


• Process Certificates of Insurance (COI), endorsements, and other policy-related tasks.


• Collaborate with producers to market new business opportunities.


• Utilize Epic software for account management and documentation.


• Coordinate with outsourced administrative support (Patra) to streamline processes.


• Ensure timely and accurate service delivery to clients.


• Maintain a high level of professionalism and resolve conflicts effectively in high-stress situations.

Qualifications/Requirements

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


• Experience: Minimum of 3 years in a similar role, preferably with exposure to construction or generalist accounts.


• Technical Skills: Proficiency in Epic software is preferred.


• Soft Skills: Strong organizational skills, timeliness, personable demeanor, conflict resolution abilities, and the capacity to perform under pressure.


• Education: Relevant educational background or equivalent work experience.


• Training: 1-2 months of training provided, depending on experience.

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