Senior Commercial Lines Account Manager - Real Estate Focus

The Misch Group

  • Walnut Creek, California
  • 3 days ago
  • $125,000–$150,000 Per Year

Highlights

The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of three to seven years of insurance agency experience in an account management role. We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers.

Numbers & Facts

LocationWalnut Creek, California
Salary$125,000–$150,000 Per Year

Description

Description


 Senior Commercial Lines Account Manager
 Overview

We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families. 

Our highly skilled Account Managers build strong professional relationships with our clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service. 

Key Responsibilities


 Responsibilities

 The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of three to seven years of insurance agency experience in an account management role. 

Experience managing commercial real estate accounts are preferred. A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential. 

Skills, Knowledge and Expertise


 Qualifications 

This position requires a Bachelor’s degree, professional certification, or equivalent training and education
Minimum 3 years of work experience in Property & Casualty and customer service. 
Exceptional written and verbal communication skills are required. 
Applied (EPIC) agency system experience is highly desirable. 
Must be proficient in Microsoft Office including, Word, Excel, and Outlook. 
Proven ability to meet deadlines and possess strong analytical and organizational skills. 
A P&C insurance license is essential. 
Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred. 

Benefits


Health, Life, Dental, Vision, PTO


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