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Commercial Lines Account Manager

Company: Patra Corp
Location: San Diego
Posted on: May 19, 2019

Job Description:

The Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.

Core Duties

* Service and manage all aspects for small commercial clients and their policies
* Maintain and continue to develop client and company business relationships
* Retain and manage all policies including service center, non-service center, and surplus lines
* Promote growth of existing book through account rounding
* Market when necessary on renewal and new business
* Maintain clients / policies in agency management system
* Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
* Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
* Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge
* Maintain knowledge / understanding of technology-based tools and solution
* Provide good customer service
* Use analytical and critical thinking in work processes and communication skills
* Maintain a paperless workflow
* Protects confidentiality of information
* Other duties as assigned



Minimum Requirements - Education & Experience

* 7 to 10+ years of Commercial Lines Retail Insurance Experience
* Active Property & Casualty Insurance License

Knowledge, Skills and Abilities

* Firm working knowledge of commercial lines coverages and services
* Understanding and knowledge of handling small commercial lines accounts
* Experienced user of Agency Management System and Electronic Document Management
* Be self-starter, creative, and problem solver
* Must be detailed oriented and well organized
* Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
* Ability to deliver results to clients through coordinating and managing efforts of others
* Ability to resolve problems independently
* Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available



Working Conditions

* Work from home


* Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite



Compensation

* Competitive Salary / Benefits / PTO



Physical Requirements*

* Constantly perform desk-based computer tasks
* Frequent sitting
* Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds
* Sort/file paperwork, rarely twist/bend/stoop/squat


* Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Work Standards

* Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
* Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned
* Subject to and expected to comply with all applicable Patra Corp policies and procedures

Keywords: Patra Corp, San Diego , Commercial Lines Account Manager, Executive , San Diego, California

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