What are the responsibilities and job description for the Commercial Insurance Account Manager position at Larson Family Insurance Brokers?
Commercial Lines Account Manager
Larson Family Insurance Brokers- Walnut Creek, CA 94596
About Us
Larson Family Insurance Brokers is an independently owned, full-service insurance brokerage located in downtown Walnut Creek, CA. Founded in 2010, we are a rapidly growing firm of motivated individuals. Our team is a customer-centric group with core values based around family, integrity and work-life balance. We pride ourselves on providing peace of mind to our clients, support for our communities and opportunity for our staff. Our expertise and relationships, coupled with a passion for providing a great work environment for all team members, forecast an exciting future for those that share in our goals and vision.
Job Summary
The Commercial Account Manager role is a pillar position in our group. It requires the ability to manage a large book with accuracy while building and maintaining great relationships. The ability to be detail-oriented, stay organized and multi-task in a fast-paced environment with a great attitude, can-do mindset, is a must.
Our account managers are NOT required to sell moreover the position is focused around customer service and retention.
Responsibilities and Duties
- Marketing and placement of accounts through gained knowledge of carriers and marketplace, and with preparation of quote proposals to aid the brokers with the sales process
- Taking policy change information from clients to coordinate changes on existing accounts and fully process all policy endorsements
- Bind a variety of commercial insurance products to ensure coverage is bound correctly and in a timely manner while working with underwriting for all supporting documentation required
- Review and process all commercial renewals, check for accuracy and current market comparisons
- Follow proper file documenting procedures and process documents on schedule
- Document and resolve a wide variety of client questions and concerns
- Accurately send out evidence of insurance certificates in a timely manner
Qualifications and Skills
- Current P&C License with prior Commercial Brokerage Insurance experience
- Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-driven with the ability to change priorities as needed
- Must have above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
- Demonstrated ability to respond to phone inquiries in a courteous and professional manner.
- Strong attention to detail and high degree of accuracy in data entry required.
- Team player- ability and desire to work with all members in the office with a team first mentality
- Positive and upbeat contagious attitude, no task too big or too small
- Highly motivated, self-driven with desire to want to learn
- Able to handle high volume/high stress time-sensitive situations while remaining calm
- Experience with Internet Browsers, Microsoft Excel, Word, Outlook Email required
Job Type: Full-time
Pay: $70,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Location:
- Walnut Creek, CA (Required)
Work Location: Remote
Salary : $70,000 - $95,000
