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Commercial Lines Insurance Account Manager

Company: Tolman & Wiker - An AssuredPartners Agency
Location: Simi Valley
Posted on: June 22, 2022

Job Description:

Salary: Competitive salary plus bonus potential and full benefits (health, dental, vision, 401k, PTO, and more)Location: 100% Remote. Must be California-based and have a CA state insurance license.Work Hours: Monday through Friday 7:30 AM to 4:30 PM / 8 AM to 5 PM PST

  • Benefits:
    • 401K + employer match
    • Dental, Medical & Vision Insurance with HSA and FSA options
    • Employer-paid life insurance and voluntary life insurance
    • Employer-paid short-term and long-term disability insurance
    • Voluntary benefits (such as critical illness and accident insurance)
    • Paid holidays and Paid time off
    • Travel reimbursement
    • $750 education allowance and other education bonus opportunity
    • Bonus structure paid 68 years in a row!
      Commercial Lines Account Manager Role Summary:The Account Manager is responsible for providing sales support at the direction of the Account Executive. The Account Manager provides customer service by handling the day-to-day operations of clients' insurance needs. The Account Manager will work with the Producer and service team to design proper insurance and risk management services for clients.
      Commercial Lines Account Manager Responsibilities Include:
      • Day-to-day responsibilities include servicing of complex accounts, document processing, maintenance of client files, and records management
      • Develops complete client information and applications for new and renewal business. Identifies and requests renewal exposures. Guides clients through the renewal process supporting the Account Executive/Producer and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters, and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
      • Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
      • Maintains files with proper records according to company procedures. Maintains good internal file audit results.
      • Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.
      • Determines reasons for requests for cancellation and follows cancellation procedures accordingly
      • Participates in required continuing professional development
      • Other duties as assigned
        Commercial Lines Account Manager Requirements:
        • 3+ years of commercial lines account management/client servicing experience related experience successfully and efficiently managing a high volume workload in a midsize brokerage house handling complex upper and middle-market clients is required
        • California State California Fire & Casualty Broker/Solicitor's License (Property & Casualty License) required
        • Experience in the Construction, Agriculture, Property, and/or Manufacturing industries is highly desirable
        • Bachelor's degree (B. A.) from a four-year college or university preferred
        • Proficient with agency management systems (AMS 360 with ImageRight plus)
        • Expertise and familiarity with Microsoft Office applications including Word, Outlook, Excel, and PowerPoint with strong keyboarding skills
        • Completion of IIA General Insurance Program, ARM, CPCU, and/or other insurance courses is highly desirable
        • Excellent written and oral communication skills
          About AssuredPartners - Tolman & Wiker:
          Tolman & Wiker Insurance Services, under AssuredPartners, is one of the largest privately held, independent insurance brokerages in California, and is the largest privately held insurance broker on California's Central Coast with offices in Ventura, Santa Maria, Bakersfield, and Salinas.With origins dating back to 1923 in Ventura, California, Tolman & Wiker now has over 160 employees who place our clients' priorities at the center of everything we do. Our leading-edge approach to providing proactive risk advice and proprietary resources allows us to serve clients throughout the U.S. and global insurance marketplace.
          • Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies (Tolman & Wiker offices specifically named Top 100 for 7 years in a row!)
          • Inc. Magazine's Best-Led Companies of 2021
          • Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
            #a

Keywords: Tolman & Wiker - An AssuredPartners Agency, Simi Valley , Commercial Lines Insurance Account Manager, Executive , Simi Valley, California

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