About Us
PolicyChex Insurance Agency is a leading provider of comprehensive insurance solutions, specializing in commercial lines such as Workers' Compensation, General Liability, and Commercial Auto. Leveraging our extensive network of financial advisors and in-house life insurance agents, we offer tailored insurance products to meet the diverse needs of our business clients.
Position Overview
We are seeking a dynamic and experienced Commercial Insurance Account Manager to join our team. The ideal candidate will be responsible for managing and expanding a portfolio of commercial clients, providing exceptional service, and driving sales growth through effective relationship management and cross-selling strategies.
Key Responsibilities
Serve as the primary point of contact for commercial clients, addressing inquiries, resolving issues, and ensuring client satisfaction.
Develop and maintain strong relationships with clients to foster loyalty and encourage repeat business.
Identify opportunities to cross-sell additional insurance products to existing clients.
Collaborate with financial advisors and life insurance agents to leverage existing relationships for new business opportunities.
Market new and renewal business, including preparing insurance proposals and quoting coverages.
Oversee the daily processing of policies, endorsements, certificates, change requests, and invoicing, ensuring accuracy and timely completion.
Assist clients with policy changes, applications, and claims processing.
Build and maintain positive relationships with insurance carriers and underwriters.
Negotiate terms and conditions with carriers to secure favorable outcomes for clients.
Manage the renewal process, including reviewing existing coverage, assessing client needs, and proposing appropriate solutions.
Qualifications:
Experience
Minimum of 3–5 years of experience in commercial insurance account management.
Proven track record in sales and business development within the insurance industry.
Licensing
Valid California Property & Casualty Insurance License is required .
Skills
Strong understanding of commercial insurance products, including Workers' Compensation, General Liability, and Commercial Auto.
Excellent interpersonal and communication skills, with the ability to build rapport with clients and colleagues.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with insurance agency management systems.
Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
Other
Local presence in Southern California, with the ability to travel within Los Angeles County, Orange County, and San Bernardino County as needed.
Benefits:
Competitive base salary, commensurate with experience.
Commission structure to reward sales performance.
Comprehensive benefits package, including health, dental, and vision insurance.
401(k) plan with company matching.
Paid time off and paid company holidays.
Opportunities for professional development and continuing education.
About Us &##128204; Posha (formerly Nymble) is moving the world towards an autonomous cooking future by building cooking robots for home. Our first product is a countertop kitchen robot that lives inside your kitchen and cooks delicious food for you at the tap ...
...Job Details: Accounts Receivable Coordinator - Real Estate - Berwyn, Pa - $65-70k Summary: The Accounts Receivable Coordinator is responsible for managing the day-to-day activities related to tenant billing and collections for a real estate portfolio. This role...
We are seeking a dedicated and skilled Facilities Associate to join our team. This role is essential in ensuring the smooth operation and maintenance of our facilities. The ideal candidate will possess a strong background in facilities maintenance and customer service ...
REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. Youll ...
If you love saying YES and enjoy engaging with the community by leading with ART, 21c Museum Hotels is one of the pioneering examples of bridging the worlds of art and hospitality. We combine a multi-venue contemporary art museum, boutique hotel and a chef driven restaurant...