Professional Employment Services · 2 weeks ago
Commercial Account Manager
California, United States
Full-time
Hybrid
Senior Level
5+ years expProfessional Employment Services is seeking a Commercial Account Manager for a hybrid position in Northern California. The role involves servicing clients, managing accounts, and ensuring quality service delivery while maintaining relationships with clients and carriers.
Insurance
Responsibilities
Must have experience with a general business as well, a must as part of existing book of business
Occasionally accompanies Producer on prospect and client meetings
Completes applications in coordination, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations on new and renewal business and according to agency procedures
Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, forwards them to client with appropriate correspondence
Determines if direct or agency billing is appropriate and invoices accordingly
Prepares summaries of insurance, schedules, and proposals
Reviews audits of policies, verifies accuracy and facilities corrections, as needed, between client and carrier
Process incoming mail and phone requests, responding promptly and appropriately within company guidelines
Uses agency credit and collection policy in invoicing and pursuing prompt payments
Determines reasons for requests for cancellations, acts to save accounts
Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible
Assist clients in submitting first claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures
Identifies exposure to loss and recommends appropriate coverages
Online rating of quotes
Orders loss runs and keeps the loss run card updated
Maintain accurate and current detailed information in the Applied EPIC system
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency
Maintain professional, cordial, and effective relationships with clients, co-workers, vendors, and other business contacts
Qualification
Required
A minimum of 5+ years insurance experience with a stable work history
Must hold a valid Property Casualty Broker-Agent license
Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately
Work in a fast paced environment and a independent working but still be part of a team
Knowledge of insurance products and usages
Knowledge of insurance markets and reference to markets
Ability to carry out complex tasks with many concrete and abstract variables
Benefits
Medical-100% covered for employee
Dental
Vision
Life
Disability
401k plan
Flex-spending
Stock options
Company
Professional Employment Services
Professional Employment Services is a full service recruiting firm providing permanent/direct hire employment for the insurance industry.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Elizabeth Frias
Principal Recruiter/CEO
Company data provided by crunchbase