What are the responsibilities and job description for the Commercial Lines Account Manager position at W3Global?
Position Overview
The Account Manager will be responsible for managing a commercial lines book of business, providing professional, accurate, and courteous service to clients. This role offers an opportunity to develop and expand insurance expertise while ensuring high-quality service.
Key Responsibilities
The Account Manager will handle various service requirements, including, but not limited to:
Experience with AMS360 and ImageRight Management Systems is preferred.
To successfully perform the essential functions of this role, the employee must be able to meet the following physical demands (reasonable accommodations can be made for those with disabilities):
The Account Manager will be responsible for managing a commercial lines book of business, providing professional, accurate, and courteous service to clients. This role offers an opportunity to develop and expand insurance expertise while ensuring high-quality service.
Key Responsibilities
The Account Manager will handle various service requirements, including, but not limited to:
- Marketing and Renewal: Manage the marketing and renewal process for both existing and new clients by gathering necessary data, preparing submissions, and coordinating with insurance carriers.
- Proposal Creation: Develop and present proposals, comparing forms and providing detailed analysis to clients and internal teams.
- Coverage Binding: Bind coverage with carriers and follow up to ensure the correct coverage is issued.
- Documentation Management: Prepare and maintain applications, proposals, rate comparisons, statements of values, spreadsheets, schedules, certificates, and evidence of insurance.
- Policy Processing: Handle policy processing, change requests/endorsements, audits, and all other account service-related tasks.
- File Maintenance: Maintain client files, ensuring all documentation is current and creating necessary follow-ups.
- Client Communication: Assist clients, vendors, and coworkers with account servicing and inquiries.
- Additional Duties: Complete other tasks as assigned in line with Standard Operating Procedures.
Experience with AMS360 and ImageRight Management Systems is preferred.
- Education: High school diploma or equivalent required.
- Experience: Minimum of five years of experience as an Account Manager in the insurance industry is required.
- Licenses/Certifications: Active Property & Casualty license is required.
To successfully perform the essential functions of this role, the employee must be able to meet the following physical demands (reasonable accommodations can be made for those with disabilities):
- Frequently using manual dexterity.
- Sitting for extended periods while working on a computer.
- Ability to talk and listen effectively.
- Occasionally required to stand, walk, reach with arms, climb, balance, stoop, kneel, or crouch.
- Occasional lifting or moving up to 10 pounds.
- Specific vision abilities including close vision, peripheral vision, and the ability to adjust focus.
- Job Type: Full-time, Non-Exempt (Compensation provided for overtime as per State and Federal regulations).
- Working Hours: Monday to Friday, 8:00 a.m. to 5:00 p.m. Occasional "work Saturdays" may be scheduled, where employees can volunteer or may be required to work.
- Stable, relatively quiet environment with low exposure to hazardous conditions.
- Fast-paced, multi-tasking environment with frequent disruptions.
- Ability to work both independently and as part of a team.
- Health insurance
- Paid time off
- Commute Location: Turlock, CA 95380 (Required)
- Work Type: In-person
