Commercial Account Manager - Ventura, United States - McKenzie Recruiting

Description

Position Overview

Join one of the fastest growing brokerages, as a Commercial Account Manager. You will collaborate with other teams to oversee the ongoing management of clients' insurance programs, while ensuring the correctness of account details for new and renewed policies, endorsements, and audits, inputting transactions promptly for billing invoicing.

Responsibilities

• Maintain precise client data to offer daily client assistance and handle intermediate-level client queries.
• Manage files with accurate records following company protocols to achieve favorable audit outcomes.
• Scrutinize all premium audits per agency procedures, prioritizing timely processing.
• Review accounts receivable reports for all designated accounts to bolster client retention.
• Utilize technical expertise to ensure timely receipt of carrier quotes; scrutinize quotes for discrepancies and assist with carrier inquiries.
• Participate in training sessions and pursue self-directed learning to continuously enhance industry and technical proficiency.
• Aid in fostering robust business relationships with relevant insurance carrier personnel, acknowledging and fulfilling carrier objectives to strengthen partnerships.

Job Requirements

• 4+ years experience servicing small business accounts
• Experience with construction and agriculture accounts.
• Property and Casualty license
• Experience with AMS360