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Commercial Lines Insurance Account Manager

Bethany Insurance Agency Inc
San Dimas, CA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 4/26/2025

Job Description

Job Description

Job Summary :

The Commercial Lines Insurance Account Manager will work with commercial and business clients to determine their insurance needs. This is a relationship-focused position, meaning he / she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.

Responsibilities and Duties :

Help clients understand and determine their individual commercial line service needs

Oversee and manage client business, including policy changes, applications, and claims

Ensure maximum client retention and generation through relationship-building

Market new service offerings

Thoroughly researching and analyzing insurance policies

Arranging insurance policies in an understandable fashion

Working with Underwriters to adopt policies

Assisting clients in filing claims and throughout the claim process

Promoting new insurance policies to existing customers

Participating in continuing education programs in insurance

Maintaining a good relationship with business partners

Requirements

Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance

Account management experience preferred

Valid state Property and Casualty License

Excellent communication and interpersonal skills

Excellent customer service skills

Thorough and keen attention to detail

Ability to remain calm under pressure and deal with a large workload

Ability to use the software utilized within the company

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