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Commercial Insurance Account Manager

Gary Warner Insurance Agency Inc
Agoura Hills, CA Full Time
POSTED ON 1/26/2025
AVAILABLE BEFORE 4/24/2025

We are seeking an enthusiastic individual to join our team in our Commercial Insurance Department. We are specifically looking for an account manager who has handled all types of commercial insurance including, workers compensation, general liability and property policies.

Candidate must be well organized to renew and service an existing book of business. You will provide exceptional customer service and offer solutions and cross selling to drive company revenue. Qualified candidates will have a minimum of three years experience in a retail insurance environment with a broad understanding of Commercial Insurance and market appetites.

Responsibilities

  • Review, market and renew existing book of business.
  • Cross sell existing clients to cover any gaps in coverage.
  • Communicating with clients / carriers (Excellent customer service skills and be able to work well others)
  • Fast paced clientele base is made up of generalized accounts.
  • Insurance summaries-Reviewing all coverages with clients including recommending and selling other lines of coverage
  • Process renewals including Agency billing as needed.
  • Marketing of accounts to all carriers (negotiate terms with carriers)
  • Provide / issue Certificates of Insurance
  • Review insurance requirements / contracts.
  • Proposals-Set up and deliver to insureds

Qualifications

Applicant must be P & C Licensed and have prior insurance experience in Commercial Lines (3-5 years minimum of experience required) Commercial Lines Insurance Account Manager / Executive will be assisting on a growing book of business, and must possess the following skills :

Able to work in a fast-paced environment (tight schedules and deadlines must be met) Have good oral and written communication skills.

Be well organized, flexible, and punctual.

Applicant should have a HS Diploma and College experience (degree preferred)

Be proficient in Microsoft Office / Excel / Word / Outlook and Power Point

Knowledge of Hawksoft Management System

Cross sell existing clients / business (Commissions offered) - also opportunity to bring in new business independently.

Position is in office / on location.

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