Crescenta Valley Insurance is seeking an experienced Commercial Lines Account Manager to join our team. This is a dynamic role, that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs.
Responsibilities Include
· All aspects of servicing commercial accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewals
- Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis.
- Prepare account specifications, negotiate pricing, and finalize policy conditions.
- Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
- Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
- Prepare account proposals for presentation.
- Provide technical competence in areas of coverage and current markets.
- Explain and clarify coverage forms to clients.
- Manage account services, coordinate, and direct the activities.
- Expand existing accounts by developing new coverages.
- Thorough documentation is required on each account with proper E&O procedures strictly followed.
- Ability to handle complex accounts.
- Strong ability to work both independently and within a team
- Hawksoft CMS experience is preferred
- Other duties and special technical projects as assigned
Founded in 1969, Crescenta Valley Insurance (CVI) is a 2nd generation agency. CVI is a firm with proven professionals along with caring and conscientious people that you can depend on. As a local Trusted Choice Independent agency, we offer a choice of multiple insurance carriers. We support our community, schools and place of worship while having fun doing it.