San Francisco, CA

Commercial Lines Client Service Manager



Job Description

Insurance Job: Commercial Lines Account Manager | Commercial Client Manager | CSR
Salary: 70k-90k + benefits
Location: San Francisco, California -Remote options

Be a part of a growing insurance firm. Must have a strong commercial insurance background with independent insurance agency experience.

Our San Francisco position is open to a licensed commercial lines account manager. This position will require you to service a book of commercial lines accounts. The position will also require you to respond to commercial client calls about policy and coverage questions and consult with clients on policy changes with excellent customer service.

Responsibilities:
  • Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.
  • Research and compile answers to client policy and coverage questions
  • Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client
  • Experience with multiple carrier underwriters
  • Identify, compile and manage information regarding account renewal

Qualifications

  • 3-5 or more years of insurance industry experience related to servicing commercial accounts
  • California Property and Casualty license
  • Applied (TAM or EPIC) or AMS360 software experience preferred
  • Knowledge of Insurance and/or Brokerage business
  • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
  • Verbal and written communication skills


All inquiries will be kept 100% confidential

Recommended Skills

  • Brokerage
  • Communication
  • Construction
  • Manufacturing
  • Microsoft Excel
  • Microsoft Office
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