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Commercial Lines Account Manager

CRESCENTA VALLEY INSURANCE INC

Job Description

Job Description

Crescenta Valley Insurance is seeking an experienced Commercial Lines Account Manager to join our team. This is a dynamic role, that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs.

Responsibilities Include
· All aspects of servicing commercial accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewals

  • Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis.
  • Prepare account specifications, negotiate pricing, and finalize policy conditions.
  • Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
  • Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
  • Prepare account proposals for presentation.
  • Provide technical competence in areas of coverage and current markets.
  • Explain and clarify coverage forms to clients.
  • Manage account services, coordinate, and direct the activities.
  • Expand existing accounts by developing new coverages.
  • Thorough documentation is required on each account with proper E&O procedures strictly followed.
  • Ability to handle complex accounts.
  • Strong ability to work both independently and within a team
  • Hawksoft CMS experience is preferred
  • Other duties and special technical projects as assigned
\nCompany Description

Founded in 1969, Crescenta Valley Insurance (CVI) is a 2nd generation agency. CVI is a firm with proven professionals along with caring and conscientious people that you can depend on. As a local Trusted Choice Independent agency, we offer a choice of multiple insurance carriers. We support our community, schools and place of worship while having fun doing it.

Company Description

Founded in 1969, Crescenta Valley Insurance (CVI) is a 2nd generation agency. CVI is a firm with proven professionals along with caring and conscientious people that you can depend on. As a local Trusted Choice Independent agency, we offer a choice of multiple insurance carriers. We support our community, schools and place of worship while having fun doing it.

Vacancy posted 12 days ago
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