Summary

Support Account Executive(s) in new account production & servicing, while maintaining a good relationship with existing clients in accordance with Agency objectives and procedures.

Essential Functions & Responsibilities:

• Work as a TEAM with Producer(s)

• Work as a TEAM with other Client Managers, Assistant Client Managers and Client Coordinators

• Educate clients about coverage, exclusions, and exposures

• Help clients make appropriate coverage changes

• Assists in or designs insurance plans for clients

• Provide Producer(s) with technical support

• Participate in client meetings with Producer(s) as needed

• Prepare Acord applications and submissions

• Marketing including pre-qualifying new business

• Analyze market quotes to verify coverage, forms, rates and competitiveness

• Prepare proposals

• Bind renewals and new business

• Renew policies in Agency Management System (EPIC)

• Policy review and processing

• Review insurance requirements for client contracts

• Review and resolve certificate deficiencies

• Activity follow-up

• Reporting claims and monitoring status until closed

• Maintain relationship with clients

• Complete other tasks as directed by Management

Qualifications:

• 10+ years experience as a Commercial Client Manager managing their own book

• Current California Property & Casualty License

• Understand and analyze insurance coverage, forms and policies

• Good written and oral communication skills

• Self-motivated, Self-Disciplined, and Self-Confident

• Applied EPIC (preferred)

Characteristics:

• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities.

• High Customer Service level

• Task-able but not task-myopic

• Eager to offer opinions & recommendations

• “Eye on the prize” approach to work

• Technically astute; easy communicator

• Enjoys working clients

• Willingness to pursue advanced insurance designations and continuing education as required.

• TEAM Player

Salary Range: $60,000 - $125,000