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Trustomega

Commercial Lines Account Manager

rancho murieta, CA

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About this opportunity

Trustomega lists this Commercial Lines Account Manager opportunity in rancho murieta, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Job Title: Commercial Lines Account Manager

We are seeking a dedicated and experienced Commercial Lines Account Manager to join our dynamic insurance team. The successful candidate will be responsible for managing, servicing, and growing a portfolio of commercial insurance accounts. This role requires strong communication skills, attention to detail, and a customer-focused approach to ensure client satisfaction and retention.

Key Responsibilities:

- Develop and maintain strong relationships with commercial clients, acting as the primary point of contact for all inquiries and service needs.

- Analyze clients' insurance needs and provide tailored solutions to meet their coverage requirements.

- Prepare and present insurance quotes, policy renewals, and endorsements to clients.

- Collaborate with underwriters and insurance carriers to negotiate terms, conditions, and premiums.

- Manage the end-to-end renewal process, ensuring timely and accurate completion of paperwork and communication with clients.

- Assist clients with claims processing and provide guidance throughout the claims lifecycle.

- Monitor industry trends and regulatory changes to ensure compliance and provide relevant advice to clients.

- Conduct regular account reviews and risk assessments to identify opportunities for account expansion.

- Maintain accurate records and documentation in the agency management system.

Qualifications:

- Bachelor's degree in Business, Finance, Risk Management, or a related field preferred.

- Minimum of 3 years of experience in commercial lines insurance or a related field.

- Strong understanding of commercial insurance products, coverages, and industry regulations.

- Excellent communication, negotiation, and interpersonal skills.

- Proficient in using insurance agency management software and Microsoft Office Suite.

- Ability to work independently and as part of a team in a fast-paced environment.

- Insurance licensing as required by state regulations (e.g., Property and Casualty License).

Benefits:

- Competitive salary with performance-based incentives.

- Comprehensive health, dental, and vision insurance.

- Retirement savings plan with company match.

- Opportunities for professional development and career advancement.

- Flexible work schedule and supportive team environment.

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