Job Duties can include, but are not limited to :
-Will manage a $700k-$800k book, in revenue.
-Will assist two Producers (one book is small)
-Educate clients about coverage, exclusions, and exposures
-Help clients make appropriate coverage changes
-Assists in or designs insurance plans for clients
-Provide Producer(s) with technical support
-Prepare Acord applications and submissions
-Marketing including pre-qualifying new business
-Analyze market quotes to verify coverage, forms, rates and competitiveness
-Prepare proposals
-Bind renewals and new business
-Policy review and processing
-Review insurance requirements for client contracts
-Review and resolve certificate deficiencies
-Activity follow up
-Reporting claims and monitoring status until closed
-Maintain relationship with clients
-Complete other tasks as directed by Management
REQUIREMENTS:
-The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
-Non-Profit experience preferred but not required.
-Must hold an active CA Property and Casualty license.
-It is preferred the qualified candidate know Applied-EPIC, but will train.
-Must understand and analyze insurance coverage, forms and policies.
-Good written and oral communication skills.
-Self-motivated, self-disciplined, and self-confident.
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