PCB Insurance Services is an Independent Insurance Agency in Gilroy California and is seeking a career-minded and experienced Commercial Lines Insurance Account Manager who resides in the South Bay Area who can perform exceptional Account Management for our Commercial Lines Team.
This is a full-time position, onsite in the our Gilroy office
Desired Skills and Experience
Accountability: Commercial Lines Insurance Account Manager
Maintain and retain Client Relationships in accordance with Agency Standards. Process designated Commercial Lines responsibilities in accordance with Agency standards using Applied Systems EPIC.
Skills/Requirements: Commercial Lines Insurance Account Manager
· Property & Casualty California resident insurance license required
· Minimum of 3 years Property & Casualty Commercial insurance experience required
· Familiarity with and understanding of Property & Casualty Insurance coverage lines
including Property, Liability, Auto, Workers Compensation and Excess/Umbrella
· Professionalism in appearance, communication and treatment of others
· Experience in Applied Systems EPIC required
Responsibilities: Commercial Lines Insurance Account Manager
- Handle day-to-day service requirements of assigned clients within designated authority
- Initiate and conduct renewal meetings with assigned Producer(s)
- Review and negotiate renewal quote terms, Prepare renewal submissions.
- Prepare proposals
- Order and check binders; process in EPIC as needed
- Review Loss Runs
- Account round existing clients
- Review audits; handle problem audits with clients and/or carriers
- Perform online rating for renewals and endorsements to existing policies
- Manage endorsement issues with carrier and/or client as required
- Review endorsements prior to transmittal to client as needed
- Invoice agency bill policies, endorsements and audits
- Technical check of policies
- Send out/deliver policies
- Review Summaries of Insurance
- Update Applied applications and schedules for policy renewals
- Enter Activity records for all actions and/or communication performed on Client Files
- Review Certificates of Insurance/Evidences as needed
- Review Customer Statements
- Accompany Producer to client meetings, as required
- Support AE/Producer, including assisting with New Business as needed
- Assist producer in creating Customer Narratives/Profiles on larger accounts
- Assist producer in developing a Service Time Line for all accounts
- Assist department members during absences
- Assist in training and coaching other staff when needed/requested.
- Perform other essential duties as assigned
Benefits and Compensation for Commercial Lines Insurance Account Manager
· Full Time - M-F 8:00am- 5:00pm
· Hourly $28.00- $34.00 /hr based on relevant experience
· Employer paid Medical and Dental, Vision, Group Life, 401k
Job Type: Full-time
Pay: $28.00 - $34.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Ability to commute/relocate:
- Gilroy, CA 95020: Reliably commute or willing to relocate with an employer-provided relocation package (Required)
License/Certification:
- Insurance Producer License (Required)
- Life Insurance License (Preferred)
Work Location: In person