Commercial Lines Insurance Account Manager Vallejo Insurance Associates
Overview
Lead commercial lines insurance account management at Vallejo Insurance Associates. Own client relationships and drive growth within a trusted local agency. Provide expert service and support for commercial policies.
What You'll Do6
- 1Act as primary point of contact for commercial lines clients delivering prompt professional service
- 2Process policy changes endorsements renewals and other servicing requests
- 3Prepare certificates of insurance quotes and other policy documentation
- 4Assist clients with coverage questions billing inquiries and daily account servicing
- 5Communicate with carriers and team members to ensure timely accurate service
- 6Maintain accurate client records support long term retention through exceptional service
Requirements5
- 1Active California Property Casualty License
- 2Prior insurance agency experience personal or commercial lines
- 3Strong customer service communication and relationship building skills
- 4Excellent attention to detail prioritize and manage multiple tasks
- 5Experience with Microsoft Office and agency management systems Applied Epic or similar software is a plus
Salary Insight
$54 - $61k per year
Location
Required Skills
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