Commercial Lines Account Manager

Job Overview
We are seeking a dynamic Commercial Line's Account Manager to join our team. The ideal candidate will be responsible for managing key client accounts, driving revenue growth, and fostering strong client relationships.

Reports to Executive Vice President and Operations Manager

Job Description:

*Commercial Lines Account Manager provides support to Producers, Sales Executives, Account Executives, and Senior Account Managers by assisting them in quoting, placement and maintenance of accounts. Also manages and services “house” accounts including rounding out of coverages.

*Must have a strong understanding of commercial lines of insurance, available markets, carrier underwriting criteria and service capabilities. Strong understanding of marketplace and competitors (both brokers and carriers) Works closely with Producers and Clients to address clients’ needs, answer client questions and work to resolve client concerns and complaints.

*Experience with Applied EPIC Agency Manager System).

* Strong understanding of Workflow protocols and procedures.

Primary Responsibilities

*Build and maintain a positive and productive business relationship with Operations Manager, EVP, Sr. Account Managers, Account Managers, Account Executives and Producers to motivate and help them achieve desired production goals.

*Build and maintain a positive and productive business relationship with Carrier Personnel to advance positive perception of VISC and to achieve desired production goals.

*Build and maintain a positive and productive business relationship with clients and provide them with an exceptional service experience

*Ability to service large and complex accounts and VIP clients

*Sales and Service support of Commercial Lines Insurance Products

*Work with Producers quoting new and renewal business and service of Producer assigned accounts

*Manage the sales and service process on “house” accounts including rounding out coverages based on client risk and needs

*Prepare and present new and renewal proposals and binders

*Oversee processing of Certificates/Evidences of Insurance and Auto ID cards

*Ordering/processing endorsements

*Order Loss Runs

*Address Payment issues

*Assist with Administering and Maintaining UC Davis and Western University Student Professional Liability Program

*Properly maintain/document/update insurance files in EPIC

*Respond to Accounting Dept on Requests for Resolutions

*Initial research on accounting discrepancies

*Assist with Claims Reporting and Resolution Process

*Active Participation in Sales and Staff Meetings

*Sales and Service support of Health/Medical Insurance Products, Enter/invoice in EPIC monthly statements from carriers/vendors

*Provide analysis and suggestions to improve workflow

*"Special Projects” and/or any other task assigned by the Director of Operations or EVP

Requirements

· 5 years of commercial insurance experience

· Property Casualty Insurance License

· Fluency with Agency Management System, Applied EPIC preferred

· Proficiency in the use of Microsoft Word, Excel, PowerPoint and Outlook email

· Effective communication skills, verbal and written

· Interpersonal skills to work well with other team members and clients

· Organized and ability to multi-task with strong attention to detail

For more than 50 years, the California Veterinary Medical Association (CVMA) has offered its membership a highly successful group insurance program. A key reason for the success of this insurance program has been active participation by the CVMA in advising insurance carriers and brokers on the unique coverage and service needs of its members.

In 2007, the CVMA formed a wholly-owned subsidiary insurance brokerage. In doing so, the CVMA could better ensure the expansion of insurance products and superior service delivery to its membership. Influenced by the highly successful insurance programs and service delivery provided through the California Dental Association’s subsidiary insurance brokerage, the CVMA formed Veterinary Insurance Services Company (VISC).

Today, VISC is the only brokerage endorsed by the CVMA. VISC is a full service brokerage which strives to maintain client satisfaction through an array of insurance products and services specifically designed to meet the business needs of the veterinary community.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental Pay:

• Bonus opportunities

Application Question(s):

• Background Check

Experience:

• Commercial Lines: 5 years (Required)

License/Certification:

• Insurance Producer License (Required)
• Life Insurance License (Preferred)
• Property & Casualty License (Required)

Ability to Commute:

• Sacramento, CA 95815 (Required)

Work Location: Hybrid remote in Sacramento, CA 95815

Salary : $75,000 - $85,000