Commercial Lines Account Manager

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December 8, 2024

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Provence Financial & Insurance Services Group

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Finance • Insurance • Enterprise

Provence Financial & Insurance Services Group is a company that provides a wide range of financial and insurance services for both individuals and businesses. They offer services in areas such as home, auto, life, and health insurance, as well as retirement services and business insurance including employee benefits and risk management. Their expertise spans various industries, offering tailored solutions to help clients protect their assets, manage costs, and achieve financial security. As part of the Acrisure network, they are well-positioned to serve diverse client needs across technology, manufacturing, real estate, and cannabis sectors, among others.

11 - 50 employees

💸 Finance

🏢 Enterprise

📋 Description

• Sell new business, retain accounts and cross sell to deepen relationships and insulate our clients • Build and maintain relationships with clients • Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence. • Conduct face to face meetings with the clients as necessary • Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly • Respond to clients’ needs by producing binders, certificates, policies and other related items • Maintain client files in Agency Management System environment for processing all transactions • Process daily incoming mail, email, file suspense items, and calls • Know the underwriting and rating procedure for all types of Commercial Lines policies • Quote, sell, and retain Commercial Lines policies whether it be for a house account or Producer written account. • Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients • Prepare applications, proposals, etc... and submit them to insureds and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses • Renew policies by agency standards • Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, • Adhere to all other automation procedures • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines

🎯 Requirements

• 2 +years’ experience in Commercial Lines, hold a P&C license in CA (NV, AZ non-resident a plus) • Understanding of commercial insurance underwriting, coverage & rate analysis • Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters • Strong written and verbal communication skills • Ability to organize, prioritize and self-manage workload • Computer literate with experience using Word and Excel • Ability to work in a team environment, with a positive attitude, and willingness to help others • Able to work under pressure and time constraints • Good attendance & reliability

🏖️ Benefits

• Competitive Base with commission splits as well as an over target bonus for high achievers • Company sponsored medical plan, vision, dental insurance, supplemental, PTO and 401k plan • Career path opportunities for top performers • Additional Provence perks