Commercial Lines Account Manager
COMMERCIAL INSURANCE ACCOUNT MANAGERWe are actively recruiting for an experienced Commercial Insurance Account Manager to join the BroadStreet Partners team. This position will be working on a construction book of business. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee offices. BroadStreet Partners has been recognized continually for our outstanding client service, company culture and community service. Our clients' financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases. We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.Our team is comprised of talented professionals who:thrive in a high energy organizationhave a desire to provide the highest quality of customer serviceare committed to giving back to the communities in which we work and livemaintain the highest ethical standardsenjoy a culture that encourages life-work balancevalue an inclusive, diverse work environmentJob duties and Responsibilities:The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketingExperienced understanding of insurance industry a basic understanding of the overall companyApply experienced knowledge and understand the extent and terms of the coverage offeredEngage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflowsMaintain current and accurate client data in the Agency Management SystemMaintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claimsAccount processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final auditsResolve issues relating to accounting or client billingReview and process pending cancellations and final cancellationsEscalate client issues to Supervisor or advise the Broker on client issues as appropriateProvide needed information to clients, carriers, Broker and other internal personnelRegular attendance and participation in InterWest’s industry specific practice groups (if applicable)Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge Work towards a designation such as CISR or equivalentMaintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License Job Qualifications:5+ years insurance account management experience Education – High school diploma requiredExcellent organization and prioritization skillsStrong mathematical and analytical skillsExcellent written and oral communication skillsRequired Certification – Property and Casualty Broker-Agent LicenseThe estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,plus benefits.