Professional Lines Account Manager

🕒 March 14

🏄 California – Remote

🏄 California – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Arrowhead Programs

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2006

🤝 B2B

💸 Finance

B2B • Finance

Arrowhead Programs is a managing general agent/managing general underwriter platform that develops and distributes specialized insurance program solutions in partnership with top-rated insurance carriers. It operates a large portfolio of niche commercial, professional liability, public entity, specialty and personal lines programs, emphasizing data-driven underwriting, deep industry expertise, and strong B2B distribution relationships to address complex risk management needs.

📋 Description

• Build and strengthen relationships with existing clients. • Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs. • Develops and oversees service plans for each client determining and understanding their needs and requirements. • Ensures proper resources from within the office are involved with the client. • Plans, organizes and leads internal meetings related to the service plan. • Plans, organizes and leads client meetings. • Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business. • Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers. • Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion. • Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts. • Monitors utilization of on-line processing systems. • Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable). • Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately. • Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation. • Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc. • Keeps management apprised of developing opportunities and risks with client accounts.

🎯 Requirements

• Valid California P&C Insurance License • 15 years' experience in Professional Liability Insurance • 7 years' experience in an Account Manager (or similar) position with proven ability to develop and further client relationships • Strong technical skills including proficiency with agency management systems • Proven track record working with large, complex accounts • Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required. • Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook • Ability to maintain a high level of confidentiality.

🏖️ Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.