Professional Lines Account Manager

🕒 il y a 3 mois

🏄 California – Distant

🏄 California – Remote

💵 $90 000 - $120 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💰 Responsable de comptes

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Arrowhead Programs

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2006

🤝 B2B

💸 Finance

B2B • Finance

Arrowhead Programs est une plateforme de gestion déléguée et de souscription générale qui développe et distribue des solutions de programmes d'assurance spécialisés en partenariat avec des assureurs de premier ordre. Elle exploite un large portefeuille de programmes de niches dans le domaine commercial, la responsabilité professionnelle, les entités publiques, les lignes spécialisées et personnelles, en mettant l'accent sur la souscription basée sur les données, une expertise approfondie de l'industrie et des relations solides de distribution B2B pour répondre aux besoins complexes de gestion des risques.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.