Commercial Lines Account Manager

The Rogan Group

Risk & Insurance Management Recruiting

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

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