Commercial Insurance Account Manager

About UsPolicyChex Insurance Agency is a leading provider of comprehensive insurance solutions, specializing in commercial lines such as Workers Compensation, General Liability, and Commercial Auto. Leveraging our extensive network of financial advisors and in-house life insurance agents, we offer tailored insurance products to meet the diverse needs of our business clients.Position OverviewWe are seeking a dynamic and experienced Commercial Insurance Account Manager to join our team. The ideal candidate will be responsible for managing and expanding a portfolio of commercial clients, providing exceptional service, and driving sales growth through effective relationship management and cross-selling strategies.Key ResponsibilitiesClient Relationship ManagementServe as the primary point of contact for commercial clients, addressing inquiries, resolving issues, and ensuring client satisfaction.Develop and maintain strong relationships with clients to foster loyalty and encourage repeat business.Sales and Business DevelopmentIdentify opportunities to cross-sell additional insurance products to existing clients.Collaborate with financial advisors and life insurance agents to leverage existing relationships for new business opportunities.Market new and renewal business, including preparing insurance proposals and quoting coverages.Policy ManagementOversee the daily processing of policies, endorsements, certificates, change requests, and invoicing, ensuring accuracy and timely completion.Assist clients with policy changes, applications, and claims processing.Carrier RelationsBuild and maintain positive relationships with insurance carriers and underwriters.Negotiate terms and conditions with carriers to secure favorable outcomes for clients.Renewal ManagementManage the renewal process, including reviewing existing coverage, assessing client needs, and proposing appropriate solutions.Qualifications:ExperienceMinimum of 3-5 years of experience in commercial insurance account management.Proven track record in sales and business development within the insurance industry.LicensingValid California Property & Casualty Insurance License is required.SkillsStrong understanding of commercial insurance products, including Workers Compensation, General Liability, and Commercial Auto.Excellent interpersonal and communication skills, with the ability to build rapport with clients and colleagues.Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with insurance agency management systems.Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.Other Local presence in Southern California, with the ability to travel within Los Angeles County, Orange County, and San Bernardino County as needed.Benefits:Competitive base salary, commensurate with experience.Commission structure to reward sales performance.Comprehensive benefits package, including health, dental, and vision insurance.401(k) plan with company matching.Paid time off and paid company holidays.Opportunities for professional development and continuing education.

Created: 2025-02-27