Commercial Lines Account Manager Job at The Demarco Group, Calabasas, CA

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  • The Demarco Group
  • Calabasas, CA

Job Description

We are seeking an experienced Commercial Lines Account Manager to join a private national broker out of Calabasas, CA /remote.

The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals.

Key Responsibilities:

  • Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $1 M in revenue. (mid market accounts)
  • Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients.
  • Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients.
  • Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements.
  • Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives.
  • Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction.

Qualifications:

  • Minimum 2 years of commercial lines account management experience
  • Bachelors degree preferred
  • Hold an appropriate Property and Casualty Agent/Broker license in good standing
  • Experience with Applied Epic preferred

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