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Dahl Consulting · 5 days ago

Commercial Lines Account Manager Lead – Real Estate (28321)

California, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$110K/yr - $130K/yr

8+ years exp

Dahl Consulting is currently partnering with a leader in the insurance industry. As the Commercial Lines Account Manager Lead, you will oversee complex accounts, craft tailored coverage solutions, and mentor a talented team in the real estate sector.

ConsultingHuman ResourcesInformation Technology

Growth Opportunities

Hiring Manager

Terre Eastman, CPC

Responsibilities

Collaborate with producers, underwriters, and clients to address coverage needs, identify gaps, and recommend tailored solutions for the real estate sector

Support producers in developing new business opportunities for existing and prospective clients

Lead the renewal process, including exposure analysis, coverage comparison, and strategic discussions with producers

Prepare marketing specifications, negotiate terms, and review quotes for competitiveness and accuracy

Independently assess policies to ensure appropriate coverage

Bind coverage, prepare binders, and manage certificate issuance as needed

Review client accounting history, address discrepancies, and manage receivable collections

Provide technical guidance and mentorship to staff on client needs and procedures

Qualification

Brokerage account managementInsurance licenseCommercial lines expertiseMicrosoft Office SuiteOrganizational skillsPlanning skillsPrioritization skillsMentorship