
Account Manager, Commercial Lines (Middle Market)
- Encino, CA
- $95,000-110,000 per year
- Permanent
- Full-time
- Manages the entire account service process
- Reviews applications, renewal requests to determine marketing strategy
- Markets to carriers and negotiates rates and terms
- Prepares quotes and proposals
- Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
- Binds policies
- Assists with audits, as necessary
- Coordinates premium financing, as necessary
- Collaborates/ assists the Producer with client meetings, strategy sessions
- May oversee and direct more junior-level team members
- 5 years of related commercial insurance experience within a brokerage environment
- 3+ years' experience working with Middle Market accounts
- HS diploma or GED
- Holds an insurance license in good standing
- Effectively interacts with all levels within the organization
- Computer proficient with MSOS, Outlook, agency management systems (Epic preferred)
- Required “soft skills”: efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail