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Commercial Lines Account Manager

Patrice & Associates Franchising, LLC
Redding, CA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/3/2025

JOB TITLE : COMMERCIAL LINES ACCOUNT MANAGER

REPORTS TO : AGENCY PRINCIPAL

FLSA STATUS : EXEMPT

SUPERVISES OTHERS : Potentially

LOCATION : Redding CA

OBJECTIVE / FUNCTION

Customer Service Professional managing and working with clients insurance policies and programs using senior level expertise in the area of coverage of insurances for all commercial lines of business. This position will be liaison with the production staff in their servicing of commercial clients and prospects. It also may maintain a set of specialty clients due to the nature of their specific industry.

DUTIES AND RESPONSIBILITIES

  • Prepare new business and account renewal proposals.
  • Offers counsel to specialty clients.
  • Enter and maintain account data within agency management system.
  • Support Producer in daytoday servicing client accounts including direct contact with clients and insurance underwriters.
  • Prepare and process binders of insurance policies and endorsements certificates of insurance audits and cancellations.
  • Develop and maintain strong technical knowledge of commercial lines coverage & rating.
  • Use independent discretion and judgement in the matters of advising coverage and claim status and other insurance matters.
  • Other duties as requested.

EDUCATION AND EXPERIENCE

  • 10 years industry experience
  • Property & Casualty License
  • Competent in use of Word Excel and Outlook
  • Agency Management Experience a plus.
  • EOE Equal Opportunity Employer

    We MATCH Our Candidates with the BEST Companies and Career Opportunities in the Industry... With 30 years of experience Patrice & Associates Hospitality & Recruiting Specialists is not only the LARGEST Hospitality Recruiting firm in North America but the BEST extending beyond just Hospitality. We say were the best because our clients are some of the top name brands in their respective industry and thry rely on us to MATCH talented leaders from entrymanagers to CSuite leaders with opportunities in their organizations. TOP 5 Advantages YOU get with Patrice & Associates Hospitality Recruiting 1. We know openings that are not on job boards (the best usually arent) 2. We get qualified candidates directly to the decision makers (jump the line) 3. We work for YOU for FREE as a Career Coach to find YOU the perfect career! 4. We work confidentially protecting your job while we look for new opportunities 5. You get to be part of our secure database for future exclusive opportunities EOE Equal Opportunity Employer

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