15 account manager Jobs in santa rosa, ca
Professional Employment Services is Hiring a Commercial Account Manager Near Santa Rosa, CA
GENERAL DESCRIPTION
Responsible for the day-to-day account management of routine to moderate complexity commercial lines accounts. Secures renewal for existing business, provides internal support to producers as they pursue new business opportunities and round out existing book of business.
MAJOR RESPONSIBILITIES
- Manage the day-to-day account issues for clients
- Manage an assigned book of business of $750,000 in revenue or less
- Market accounts by completing applications, submitting to eligible and appropriate carriers; follow up to ensure timely receipt of quotations and policies
- Prepare summaries of insurance, schedules and proposals for word processing
- Prepare premium allocations for clients as needed
- Order and issue policies, verify them for accuracy and deliver to clients
- Process renewals in coordination with Producer; occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations
- Prepare coverage recommendations for client approval
- Frequently accompany Producer on client meetings
- Support producer(s) to maintain current book of business and new business placement
- Is the primary contact for the client on majority of issues
PERSONAL & PROFESSIONAL DEVELOPMENTS
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts
- Remains informed regarding industry information, new product information, legislation, coverages and technology
- Must have experience in an insurance brokerage/agency a minimum of 7 years and a Property & Casualty license.
Job Summary
Full Time
$86k-117k (estimate)
04/20/2024
05/20/2024
professionalemployment.com
San Ramon, CA
<25
Business Services
Related Companies
The following is the career advancement route for Commercial Account Manager positions, which can be used as a reference in future career path planning. As a Commercial 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 Account Manager. You can explore the career advancement for a Commercial Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Commercial 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 Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Account Manager job description and responsibilities
The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high servi
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Account managers foster good relationships with the specific clients they serve.
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They manage the relationship with the client of the account(s) they are assigned to.
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An account manager focuses on maintaining the agency-client relationship by working with the client to develop a business strategy that will fulfill their needs.
02/21/2022: Las Cruces, NM
Developing a complete understanding of key account needs and provide customer relationship management.
02/02/2022: Cincinnati, OH
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 Account Manager jobs
The account manager would frequently serve as a combination of a salesperson, customer service representative, technical specialist, and financial advisor.
03/23/2022: Canton, OH
Account managers typically work with multiple small accounts or a few larger ones.
02/09/2022: Denver, CO
Account managers also have to meet the expectations of the agency's senior management.
01/27/2022: Jackson, MS
There are also skills account managers must learn and acquire through training, experience and educational opportunities.
01/20/2022: New Britain, CT
Account managers typically apply their skill set toward providing a great service and experience to their clients.
03/13/2022: Trenton, NJ
Step 3: View the best colleges and universities for Commercial Account Manager.
