Professional Lines Account Manager

🕒 vor 3 Monaten

🏄 California – Remote

🏄 California – Remote

💵 $90.000 - $120.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

💰 Account Manager

Jetzt Bewerben

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Arrowhead Programs

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 2006

🤝 B2B

💸 Finanzen

B2B • Finance

Arrowhead Programs ist eine Plattform für Generalagenturen/Generalunternehmer im Versicherungsbereich, die in Zusammenarbeit mit erstklassigen Versicherungsträgern spezialisierte Lösungskonzepte für Versicherungsprogramme entwickelt und vertreibt. Sie betreibt ein umfangreiches Portfolio von Nischenprogrammen in den Bereichen Gewerbe, Berufshaftpflicht, Verwaltungseinheiten, Spezial- und Privatlinien. Dabei liegt der Fokus auf datengetriebenem Underwriting, umfassender Branchenexpertise und starken B2B-Distributionsbeziehungen, um komplexe Anforderungen im Risikomanagement zu adressieren.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.