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WAHVE
San Jose, CA | Full Time
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APR
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Commercial Lines Account Manager
APR San Jose, CA
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$93k-127k (estimate)
Full Time 1 Week Ago
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APR is Hiring a Commercial Lines Account Manager Near San Jose, CA

Job Description

Job Description
TITLE: Commercial Lines Account Manager - Client Service
LOCATION: San Jose, CA
SALARY: $85,000 - 100,000 (Depending on experience, qualifications, and training)
Plus comprehensive benefits package
SUMMARY
Provide and maintain excellent service to clients, and support commercial lines team and producers in processing all lines of commercial insurance in accordance with the agency guidelines and Agency Best Practices for service. Contractor, Manufacturing, and or Distribution client experience would be helpful as would experience with Applied EPIC or AMS 360
Independent Agency Employment/Experience Required
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Process renewals and incidental new business, cancellations, audits, and endorsement requests
  • Issue certificates of insurance as necessary
  • Initiate renewal meetings and be responsible for renewal process
  • Negotiate coverages and premiums with carriers
  • Provide producer and/or account executive with accurate renewal proposals
  • Check policy coverages, endorsements and audits for accuracy
  • Invoice policies, audits, endorsements, cancellations and other appropriate transactions
  • Assist producer, accounting department and client in the reconciliation of client accounts
  • Be responsible for account rounding
  • Work efficiently and effectively in a team environment
  • Project a positive attitude toward company and team goals
  • Maintain excellent communication, attitude and rapport with internal and external clients
  • Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
  • Work with clients to become a 'trusted advisor' or 'consultant'
  • Adhere to commercial lines procedures
  • Apply problem solving techniques to various issues that may arise with carrier and clients
  • Develop and maintain excellent relationships with our partners, carriers and vendors
  • Demonstrate good judgment when handling complex issues
POSITION REQUIREMENTS Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training.
Designations, Licenses Must hold P&C insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.

Job Summary

JOB TYPE

Full Time

SALARY

$93k-127k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

05/16/2024

WEBSITE

expresito.com

HEADQUARTERS

JACKSON HEIGHTS, NY

SIZE

<25

FOUNDED

1993

CEO

EDISSON VINTIMILLA

REVENUE

$5M - $10M

INDUSTRY

Durable Manufacturing

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The following is the career advancement route for Commercial Lines Account Manager positions, which can be used as a reference in future career path planning. As a Commercial Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Lines Account Manager. You can explore the career advancement for a Commercial Lines Account Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Commercial Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Lines Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Commercial Lines Account Manager jobs

Plenty of students have landed account manager roles without extensive work experience.

02/08/2022: Huntington, WV

Step 3: View the best colleges and universities for Commercial Lines Account Manager.

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