Professional Lines Account Manager

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

📋 Description

• Oversee all elements of account service plans while cultivating client relationships for professional liability insurance.

• Foster and enhance relationships with current clients.

• Gain insights into their business, offer a consultative approach to managing their professional liability risks, and identify ways to fulfill their needs.

• Develop and manage service plans tailored to each client, assessing their needs and requirements.

• Ensure that the appropriate resources from within the office are engaged with the client.

• Organize and lead internal meetings pertinent to the service plan.

• Organize and facilitate client meetings.

• Supervise and review the creation of marketing submission packages to obtain quotes for new and renewal business.

• Coordinate and oversee the marketing of accounts; negotiate terms and pricing with carriers.

• Delegate the preparation of proposals, enrollment materials, master certificates, loss prevention materials, and guides; review the output of Account Specialists to ensure accuracy and timely completion.

• Develop and manage the implementation of program communication strategies to drive growth in enrollment for voluntary direct enrollment accounts.

• Oversee the utilization of online processing systems.

• Organize periodic claim review meetings with clients and carrier claim departments (or Lancer Claims Services as applicable).

• Review large loss notices and disclaimers; promptly inform the Producer and CalSurance management of potential issues.

• Examine policies and midterm coverage endorsements for accuracy and alignment with quotes.

• Review the work of Account Specialists, ensuring the precision of all account-level financial records and reporting, including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.

• Keep management informed about emerging opportunities and risks associated with client accounts.

⛳️ Requirements

• Possess a valid California P&C Insurance License.

• Have 15 years of experience in Professional Liability Insurance.

• Hold 7 years of experience in an Account Manager (or similar) role, demonstrating the ability to cultivate and advance client relationships.

• Exhibit strong technical skills, including proficiency with agency management systems.

• Showcase a proven track record of working with large, complex accounts.

• A Bachelor’s degree along with experience in placing or underwriting financial institutions E&O and D&O is required.

• Demonstrate proficiency with Microsoft Office Suite – Excel, Word, PowerPoint, and Outlook.

• Maintain a high level of confidentiality.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.