Commercial Insurance Account Manager

Company Name: Bozzuto & Co. Insurance Services, Inc.

Company Location: Orangevale, CA - Remote Position

Summary: Service and market accounts in accordance with company objectives and procedures. Manage and maintaining a book of accounts working with the commercial broker, including new business development, account rounding, client relationship development, and perpetuation.

Essential Duties and Responsibilities (Other duties may be assigned):

Market account renewals and negotiate with company underwriters; review options with broker and present customer with the best program. Begin a collection of renewal updates at 120 days out, along with required supplemental applications. Prepare marketing submissions and distribute or begin website rating at 90 days prior to the renewal date. Proposals to clients 14 to 30 days prior to the renewal date.

Utilize Applied TAM database for efficient and relevant workflow implemented.

Process client service requests and submit information to the carrier.

Review new and renewal policy documents, cancellations, audits, and endorsements; process and transmit to clients with appropriate follow-up.

Follow up with clients on Loss Control Recommendations compliance.

Verify the accuracy of premium transactions issued by companies, including commission differences.

Prepare proposals and cover letter summary/presentations.

Maintain complete copies of policies.

Invoicing and premium collections in accordance with company standards, assist accounting with premium concerns.

Provide guidance to certificate desk on certificate issuance as needed.

Participate in formal account reviews.

Maintain knowledge of all lines of coverage.

Follow agency procedures and insurance company regulations.

Function as a primary client service contact.

Maintain accuracy of files and entries.

Maintain awareness of market conditions, changes, and current legislation.

Perform other specific duties and projects as assigned by management.

The prospective candidate MUST meet the below job requirements:

Property & Casualty licensed

Minimum of 3 years commercial lines insurance experience with contractor clients. 5 years preferred

Proficient with the Applied TAM operating system

Strong verbal and written communication

Track record of excellent customer service

Must be highly detailed in file documentation

Ability to multi-task and meet deadlines

Proficient with Microsoft applications

Desired Skills and Experience

Working renewals from start to finish

Preparing Submissions

Website Rating

Negotiating coverage terms and pricing with carriers

Preparing proposals and presenting/selling renewals directly with the client

Experience working with construction trades clients.

Final candidates must be willing to submit to a drug screen and criminal background investigation