Commercial Account Manager – Small Business

This is a fully remote position, open to applicants in California.

📋 Description

• Manage applications, policies, endorsements, binders, certificates, audit requests, agency billing, incoming mail, schedules, and other client-servicing tasks.

• Support clients with inquiries regarding policy coverages, related questions, coverage gaps, and modifications.

• Collaborate with Producers to address client service requirements.

• Renew and retain assigned accounts while executing the renewal process.

• Offer clients additional coverage alternatives.

• Organize client files, records, workflow tasks, manuals, and essential documentation.

• Foster carrier relationships and stay updated on carrier and industry developments.

• Build and uphold client trust through introductions, regular contact, prompt responses, and effective issue resolution.

• Adhere to quality and timeliness standards in the Agency Management System and document activities accordingly.

• Coordinate with the Placement Department and Producers to facilitate the transition of new business.

• Submit renewal applications along with supporting documentation and follow up on quotes and policies.

• Input policy information into carrier websites for quote options when necessary.

• Negotiate premiums and commissions with underwriters and wholesalers.

• Present quote options to clients and Producers.

• Bind and issue policies through carrier websites or order policies from underwriters.

• Prioritize and manage workflow to ensure efficient, timely, and accurate processing.

• Maintain productive relationships with clients, colleagues, carriers, wholesalers, vendors, and other contacts.

• Stay updated on industry trends, products, coverages, legislation, and technology.

• Address issues or enhance service in a timely manner.

⛳️ Requirements

• Comprehensive knowledge of Property Casualty lines of coverage and services.

• Ability to identify issues and respond appropriately.

• Capability to analyze situations logically and reach sound conclusions.

• Experience with Agency Management Systems, rating procedures, coverages, and industry practices.

• Proficient in Internet navigation and Microsoft Office, including Windows, Outlook, Word, and Excel.

• Excellent attention to detail and time management skills.

• Strong multitasking abilities and skill in prioritizing tasks.

• Ability to work effectively with or without direct supervision.

• Capacity to function well in both team settings and independently.

• Outstanding written and oral communication skills.

• High school diploma or GED equivalent required; college degree preferred.

• A minimum of two years of experience in a mid-size brokerage or carrier.

• Familiarity with Microsoft Office applications including word processing, spreadsheets, databases, and presentation software.

• Ability to thrive in a fast-paced environment while managing multiple competing tasks and demands.

• High level of interpersonal skills to manage sensitive and confidential situations.

• California Property & Casualty License.

• Valid driver’s license.

• Capability to travel independently to client locations; occasional air travel may be necessary.

🏝️ Benefits

• 22 PTO days available from the start for hourly/non-exempt employees.

• 12 paid holidays recognized by the company.

• 4 early-close days.

• Paid parental leave.

• Leave for pregnancy disability and bonding.

• Organ donor/bone marrow donor leave.

• $1,500 employee referral bonus for each successful hire.

• Employee recognition programs, awards, and trips.

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.

• Mentorship Program.

• Tuition Reimbursement Program.

• Leadership Development opportunities.

• Pet Insurance.

• Coverage for Identity Theft & Fraud Protection.

• Legal Planning services.

• Family Planning support.

• Resources for Menopause & Midlife Support.

• 401(k) matching contributions.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Wellness and employee assistance programs.

• A collaborative 50/50 work culture that promotes teamwork and inclusivity.

• Charitable initiatives including Donation Connection, Employee Assistance Fund, and People First Foundation.