Commercial Account Manager
Theodore & Associates
full-time
Posted on:
Location Type: Hybrid
Location: California • United States
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About the role
- Manages client relationships and assists with technical and complex insurance needs
- Serves as main point of contact for the client
- Addresses client questions and provides guidance on appropriate coverage changes
- Assists with the strategic design of insurance plans for clients
- Acts as field underwriter and authorized representative of insurance carriers
- Oversees the preparation of proposals for the client
- Supports client needs by accurately producing binders, certificates, policies, endorsements, and other related items
- Facilitates the prompt response from carriers and their staff for claim settlements
Requirements
- College degree preferred
- 3-5 years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required
- Bilingual (Spanish/English) a plus or a must in some locations
- Strong analytical and mathematical skills
- Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
- Excellent written and verbal communications skills are required
Benefits
- Flexible work from home options
- Career advancement in a growing field
- Opportunity to make a difference in the community
- Job stability and strong compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementinsurance planningunderwritingproposal preparationclaims settlementmathematical skillsanalytical skillsbilingual (Spanish/English)presentation skillsPowerPoint
Soft Skills
client relationship managementcommunication skillsguidancestrategic designresponse facilitationwritten communicationverbal communicationorganizational skillsinterpersonal skillsproblem-solving