Commercial Lines Account Manager

Company: The Demarco Group
Location: Orange
Posted on: April 8, 2021

Job Description:

We are seeking a qualified and licensed P&C middle market and large accounts Account Manager for a private national insurance broker located in Santa Ana. They also have locations in Torrance and Newport Beach . (They are an industry leading with rich benefits, vesting, upward growth, quarterly bonus program and a great work environment. ) This role is 100% remote and a has remote flexibility after covid.

• Support a book of business of primarily middle market and large accounts (typically in the 10-100k revenue range)
• Visits clients in person to strengthen relationship and attend new and renewals.
• Designs strategic P&C plans on behalf of clients.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
• Finalizes proposals and presentations in coordination with Producer;
• Binds insurance coverage and prepares binders and/or delegate certificates issuance;
• Reviews policies for accuracy and review contracts;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Notifies brokers of pertinent information related to client retention;
• Meets with clients as needed or directed by Producer;

Keywords: The Demarco Group, Orange , Commercial Lines Account Manager, Executive , Orange, California