Panorama Insurance Associates · 4 months ago
Commercial Lines Account Manager (exempt)
Roseville, CA
Full-time
Hybrid
Mid, Senior Level
5+ years expPanorama Insurance Associates, Inc. is a leading force in the insurance industry, providing transformative solutions that empower agents, clients, and carriers. The Commercial Lines Account Manager is responsible for building strong client relationships, managing a diverse middle-market book of business, and overseeing full-cycle account management to ensure client retention and satisfaction.
Insurance
Responsibilities
Manage and service a mix of small and middle-market commercial lines book of business, ensuring client retention and satisfaction
Handle all aspects of account management, including new business, renewals, re-marketing, binding, endorsements, claims, certificates, and billing
Develop and maintain strong client relationships through proactive communication and exceptional service
Identify and pursue cross-selling and account rounding opportunities to grow the book of business
Review policies and coverage with clients to ensure adequate protection and make recommendations as needed
Collaborate with producers, underwriters, and carriers to negotiate terms, resolve issues, and secure competitive coverage
Provide timely, accurate responses to client inquiries, including certificates of insurance, policy changes, and claims assistance
Maintain thorough documentation of client interactions, coverage details, and transactions in the agency management system
Ensure compliance with agency procedures, carrier guidelines, and industry regulations
Stay current with market trends, carrier products, and industry best practices to better serve clients
Support teammates by sharing knowledge, collaborating on complex accounts, and contributing to a positive team environment
Other duties as assigned
Qualification
Required
5-10 years of P&C Commercial Lines Account Management experience
High School diploma or equivalent required
Experience with an agency management system is required
Preferred
Associate or Bachelor's Degree is a plus
Experience with Applied Epic is preferred
Experience with Epic Manager Renewals and Ascend is preferred
Benefits
Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
Dental: PPO plans with an option for no employee premium cost
Vision: PPO plan with no employee cost
FSA Account: Available for Medical and Dependent Care
HSA Account: Panorama contributes $1000 annually to qualified accounts
Commuter Benefits: Up to $600 per month contribution
Long-Term & Short-Term Disability: At no cost to the employee
Life and AD&D: At no cost to the employee and Voluntary Life is also available
Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
Identity Theft: Provided at no cost for employee coverage
EAP: At no cost to anyone in the household
401k: With a match of 100% up to 5% of your earnings
PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
Paid Holidays: 12 paid holidays annually
Flexible Work Options: Remote, hybrid and in-office possibilities
Professional Development, licensing/accreditation, and growth plans
Company
Panorama Insurance Associates
At Panorama Insurance Associates, we are a network built to empower independent agents.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joseph Orlando
Chief Financial Officer
Troy Bagwell, CAWC
Managing Director | Executive Vice President, Property & Casualty - Carrier Partnership Management
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