Commercial Lines Client Manager

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

📋 Description

• Accountable for managing a commercial portfolio, including marketing, underwriting, negotiating renewals, conducting risk analysis, providing consulting, resolving problems, and performing reviews and evaluations.

• Cultivate effective business relationships and maintain frequent communication with clients, producers, and underwriters.

• Ensure that clients receive consistent and appropriate coverage, while advising them on any recommended changes.

• Assess existing policies and offer suggestions for placement alternatives.

• Enhance and cross-sell the portfolio to achieve the company's growth objectives.

• Utilize expertise in coverages and forms to investigate and resolve discrepancies.

• Contribute to the generation of new business and the retention of renewal accounts.

• Collaborate with producers to prepare specifications, applications, underwriting information, and other relevant details for marketing insurance products.

• Create business proposals and deliver professional presentations to clients.

⛳️ Requirements

• Active state Property & Casualty License.

• Minimum of 2 years of experience in an insurance brokerage setting.

• Must have a growing understanding of commercial insurance markets to secure new business and comprehend the supplemental insurance landscape.

• Capable of thriving under pressure in a team environment, effectively prioritizing risks to manage multiple workflows simultaneously.

• Strong interpersonal skills, encompassing listening, verbal and written communication abilities, with a talent for effective communication.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance and AD&D

• FSA / HSA

• Accident

• Critical Illness

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K