Commercial Insurance Account Manager Job at PolicyChex Insurance Agency, Anaheim, CA

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  • PolicyChex Insurance Agency
  • Anaheim, CA

Job Description

About Us

PolicyChex Insurance Agency is a leading provider of comprehensive insurance solutions, specializing in commercial lines such as Workers' Compensation, General Liability, and Commercial Auto. Leveraging our extensive network of financial advisors and in-house life insurance agents, we offer tailored insurance products to meet the diverse needs of our business clients.

Position Overview

We are seeking a dynamic and experienced Commercial Insurance Account Manager to join our team. The ideal candidate will be responsible for managing and expanding a portfolio of commercial clients, providing exceptional service, and driving sales growth through effective relationship management and cross-selling strategies.

Key Responsibilities

  • Client Relationship Management

Serve as the primary point of contact for commercial clients, addressing inquiries, resolving issues, and ensuring client satisfaction.

Develop and maintain strong relationships with clients to foster loyalty and encourage repeat business.

  • Sales and Business Development

Identify opportunities to cross-sell additional insurance products to existing clients.

Collaborate with financial advisors and life insurance agents to leverage existing relationships for new business opportunities.

Market new and renewal business, including preparing insurance proposals and quoting coverages.

  • Policy Management

Oversee the daily processing of policies, endorsements, certificates, change requests, and invoicing, ensuring accuracy and timely completion.

Assist clients with policy changes, applications, and claims processing.

  • Carrier Relations

Build and maintain positive relationships with insurance carriers and underwriters.

Negotiate terms and conditions with carriers to secure favorable outcomes for clients.

  • Renewal Management

Manage the renewal process, including reviewing existing coverage, assessing client needs, and proposing appropriate solutions.

Qualifications:

Experience

Minimum of 3–5 years of experience in commercial insurance account management.

Proven track record in sales and business development within the insurance industry.

Licensing

Valid California Property & Casualty Insurance License is required .

Skills

Strong understanding of commercial insurance products, including Workers' Compensation, General Liability, and Commercial Auto.

Excellent interpersonal and communication skills, with the ability to build rapport with clients and colleagues.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with insurance agency management systems.

Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.

Other

Local presence in Southern California, with the ability to travel within Los Angeles County, Orange County, and San Bernardino County as needed.

Benefits:

Competitive base salary, commensurate with experience.

Commission structure to reward sales performance.

Comprehensive benefits package, including health, dental, and vision insurance.

401(k) plan with company matching.

Paid time off and paid company holidays.

Opportunities for professional development and continuing education.

Job Tags

Holiday work, Local area,

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