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    Commercial Insurance Account Manager - Walnut Creek, United States - Capstone Search Group

    Capstone Search Group
    Capstone Search Group Walnut Creek, United States

    2 weeks ago

    Capstone Search Group background
    Description

    About the Role

    The Commercial Insurance Account Manager- Construction for a national insurance broker's northern California operations team supports client administration, marketing, and retention of middle market accounts. This position is part of the construction group. They require experience with construction/contractors accounts given some of the unique insurance and risk qualities (casualty, Builder's Risk, bonding, indemnity clauses, etc.).

    Duties & Responsibilities

    • Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing, and endorsements
    • Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team
    • Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing, and communications

    Skills & Experience

    • At least three (3) years of commercial property and casualty insurance experience in an account management capacity; broad proficiency with coverages such as general liability, property, auto, and workers compensation
    • Experience handling tactical, client interfacing work to support a book of business (renewal meetings, coverage reviews, marketing, and claims assistance) with service administration (billing, certificates, binders, and so on)
    • Active state insurance license

    Job Specs

    Location: Hybrid schedule working from their Walnut Creek, CA location.

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