Senior Commercial Lines Account Manager - Real Estate Focus

The Misch Group

$125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required
  • Minimum 3 years in Property & Casualty and customer service
  • Exceptional written and verbal communication skills
  • Experience with Applied (EPIC) agency system preferred
  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Strong analytical and organizational skills
  • P&C insurance license is essential, professional designations preferred

Responsibilities

  • Build and maintain strong professional relationships with clients
  • Assist producers with new and renewal business
  • Provide technical advice on coverage issues and needs
  • Conduct exposure analysis for clients
  • Ensure high levels of client trust and satisfaction
  • Demonstrate understanding of policies, coverages, and claims procedures
  • Collaborate effectively with underwriters and insureds

Benefits

  • Health insurance
  • Life insurance
  • Dental and vision coverage
  • Paid time off (PTO)
Full Job Description
Senior Commercial Lines Account Manager - Real Estate Focus

Department: Insurance & Financial Services

Employment Type: Full Time

Location: California

Compensation: $125,000 - $150,000 / year

Description

Senior Commercial Lines Account Manager
Overview

Our highly skilled Account Managers build strong professional relationships with our clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.

Key Responsibilities

Responsibilities

The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of three to seven years of insurance agency experience in an account management role.

Experience managing commercial real estate accounts are preferred. A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.

Skills, Knowledge and Expertise

Qualifications
• This position requires a Bachelor's degree, professional certification, or equivalent training and education
• Minimum 3 years of work experience in Property & Casualty and customer service.
• Exceptional written and verbal communication skills are required.
• Applied (EPIC) agency system experience is highly desirable.
• Must be proficient in Microsoft Office including, Word, Excel, and Outlook.
• Proven ability to meet deadlines and possess strong analytical and organizational skills.
• A P&C insurance license is essential.
• Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.

Benefits

Health, Life, Dental, Vision, PTO

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