Commercial Insurance Account Manager - Middle Market - Symphony Risk Solutions LLC
San Francisco, CA 94103
About the Job
Symphony Risk Solutions LLC is seeking a dynamic Commercial Insurance Account Manager with middle market experience to work alongside and cooperatively with Producers and Account Executives to manage Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. This is a HYBRID position requiring 3 days a week in our San Francisco office and providing 2 days at home after successfully completing training. Will consider candidates located near our Chicago or Dallas offices.
Salary Range: $80000.00 - $100000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Career Growth Opportunities
Retirement Plan
Responsibilities
Responsibilities:
- Provide proactive, personalized support to assigned Commercial Lines clients.
- Provide insurance technical expertise to clients and other members of the Account Management team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- Preparation of client applications and renewal submission for review by Account Executive.
- Determine most-appropriate carriers for market pricing with guidance when needed by Account Executive and/or Producer.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Negotiate with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
- Respond to underwriters questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Occasional in-person attendance at face-to-face client meetings.
Requirements
Requirements:
- Experience developing and maintaining effective, collaborative working relationships with clients and internal partners to provide comprehensive insurance solutions.
- 3-5+ years experience as a Commercial Lines account manager. College degree preferred.
- Strong understanding of Property & Casualty insurance.
- Licensed CA P&C agent.
- Industry designation such as ARM, CIC, CPCU preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of AMS / ImageRight preferred.
- Able to work in a fast-paced, team environment with minimal instruction.
Physical Demands:
- While performing the duties of this job the employee is regularly required to sit or stand at a desk.
- Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
- Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.