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Commercial Lines Account Manager

Company: Combined CA
Location: Diamond Bar
Posted on: March 15, 2020

Job Description:

Account Manager responsible for gathering the information and risk management recommendations for new and renewal of designated accounts and for delivering renewals and/or binders for designated accounts, as needed.

  • Performs special projects at the request of designated clients after being approved by supervisor. Binders and/or policy or endorsement requests are to be completed within three days of date quoted to client.
  • Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
  • After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business sixty days before renewal date. Assists Producer(s) as needed.
  • Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least thirty days prior to renewal. Secures and submits required renewal underwriting information.
  • Receives phone calls, daily mail, faxes, and office visitors requesting quotes, changes to existing coverage, and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
  • Reviews existing accounts to determine if additional lines of insurance should be solicited.
  • Receives and reviews all terminations and cancellations to determine action to be taken, and takes needed action within 72 hours of receipt.
  • Assists in premium collection through form letters and requests cancellation of policies when necessary.
  • Follows up on outstanding claims and provides assistance in their resolution, as necessary.
  • Prepare expiration lists for Producers with renewal applications 120 days prior.
  • Maintain favorable relationship with Clients, Producers, and Underwriters.
  • Maintain strong technical knowledge of commercial lines coverage and ratings and professional license as required by law.
  • Documents all material conversations with Insured and/or Carriers regarding exposures and coverages.
  • Maintain all customer activities, name and address database system.
  • Performs other functions as assigned by management.
    Knowledge, Skills, and Abilities
    • Driven, motivated and positive personality.
    • An assertive self-starter with the ability to influence others.
    • Have demonstrated effective presentation skills through both verbal and written communications.
    • Willing to travel as required (very limited).
    • Strong technical knowledge and math skills.
    • Ability to demonstrate sense of urgency and show initiative.
    • Knowledge of MS Office with strong Excel skills a plus.
    • Proficient in agency systems such at Hawksoft similar client management system.
    • Focus on Workers Compensation, Professional/General Liability, EPLI and other casualty coverages.
      Minimum Requirements:
      • California Property and Casualty Insurance License is required
      • 3+ years commercial lines insurance experience
      • Bilingual Chinese/Mandarin preferred.

Keywords: Combined CA, Diamond Bar , Commercial Lines Account Manager, Executive , Diamond Bar, California

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