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Insurance - Commercial Lines Account Manager

Company: CSIS Insurance Services, Inc.
Location: Thousand Oaks
Posted on: November 16, 2022

Job Description:

We are seeking a full time Commercial Lines Account Manager (working with principal of agency) -Commercial Lines agency located in Newbury Park, CA
Applicant must be P & C Licensed and have prior insurance experience in Commercial Lines (3-5+ years of Experience required)
Commercial Lines Insurance Account Manager/Executive will be assisting on a growing book of business, and must possess the following skills:

  • Able to work in a fast-paced environment (tight schedules and deadlines must be met)
  • Have good oral and written communication skills
  • Be well organized, flexible, and punctual
  • Applicant should have a HS Diploma and College experience (degree preferred)
  • Cross sell existing clients/business and sell in house leads (Commissions offered)
    Position is in office/on location (Newbury Park) - flex work at home (may be optional)
    Tasks will include:
    • Communicating with clients/carriers (Excellent customer service skills and be able to work well others)-Fast paced
    • Clientele base is primarily construction related accounts (any experience with this class is beneficial)
    • Insurance Summaries-Reviewing all coverages with clients including recommending and selling other lines of coverage
    • Process Renewals-Marketing of accounts to all carriers (negotiate terms with carriers)
    • Provide/issue Certificates of Insurance (Additional insured)-review insurance requirements/contracts
    • Proposals-Set up and deliver to insureds (work with AMS360)
    • Be proficient in Microsoft Office/ Excel/ Word/ Outlook and Power Point
    • Cross sell existing clients (Commissions are offered for sales)
    • Be able to build relationships with clients

Keywords: CSIS Insurance Services, Inc., Thousand Oaks , Insurance - Commercial Lines Account Manager, Executive , Thousand Oaks, California

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