Commercial Account Manager – Large Insurance Broker (Sacramento, CA)
The Rogan Group, Inc a Risk Management and Insurance Recruiting firm is assisting a California insurance brokerage client in identifying a Commercial Lines Account Manager for their Sacramento, Ca Office.
Client Profile:
- Founded 1990s
- Privately held- Top 50
- Offices- 9 across the state
- Full Service
- 60 Million in revenue
- Industry Sectors- Construction, Hospitality, Manufacturing, Agriculture
- Top Carriers- Aetna, AIG, Metlife, Cigna
JOB RESPONSIBILITIES INCLUDED, BUT NOT LIMITED TO:
Develops effective client relationships by:
- Maintaining consistent and continuous communication with assigned clients.
- Providing prompt and courteous service and assistance to clients as needed.
- Meeting or exceeding the customer service expectations of clients in accordance with agency standards and workflows.
- Providing needed information, and resolving problems for clients.
Performs or assists with account administration by:
- Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
- Maintaining current and accurate customer databases and files.
- Assisting in account processing, including but not limited to preparing proposals, ordering policies, binders, ID cards, certificates, invoicing, premium financing and processing policies.
- Understanding or determining the reasons for account cancellations or potential cancellations to prevent reoccurrences or missed opportunities to save an account.
- Resolving issues relating to accounting or client billing.
Ensures the accuracy and value of service to clients by:
- Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
- Escalating client issues or advising the Producer on client issues as appropriate.
- Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.
Performs other duties as requested by Senior Manager, Commercial Service Department.
JOB QUALIFICATIONS:
- A minimum of 5 years commercial lines experience within a brokerage
- High school diploma required; some college level coursework preferred.
- CA. P&C a must
Salary : $70,000 – $90,000 DOE
To discuss this position further, please contact Ben Levin, Recruiting Consultant, Northern CA, The Rogan Group, Inc. 443-394-7046 or blevin@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.
The Rogan Group, Inc. – is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com