Account Manager - San Francisco, United States - Symphony Risk Solutions

Description

Symphony Risk Solutions is actively seeking an Account Manager to join our growing and dynamic team in our San Francisco, CA office.

The right candidate will work alongside and cooperatively with Business Development leaders and Account Managers to service Commercial Lines insurance accounts as the day-to-day client contact.

Responsibilities:
Provide proactive, personalized support to assigned Commercial Lines clients.
Marketing and placement of client Commercial Lines insurance renewals.
Preparation of client applications and renewal submission
Determine most-appropriate carriers for market pricing with guidance when needed by Account Executive and/or Producer.
Analyze and compare carrier quotes and coverage offerings.
Make insurance program recommendations to clients.
Manage client renewal expirations and avoid any lapse in coverage.
Negotiate with carriers on behalf of clients.
Process policies, endorsements and audits as needed.
Champion client cross-selling initiatives and develop customer accounts.
Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
Respond to underwriters' questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management systems.
Occasional in-person attendance at face-to-face client meetings.


Competencies:
Ability to thrive in an environment with minimal oversight and lots of responsibility.

Excellent written and verbal communication skills along with the ability to facilitate effective conversations both internally and externally with clients.

Possess a strong work ethic and take ownership of client goals and objectives.
Quick self-motivated learner who can initiate and drive new projects.
Excellent analytical and organizational skills.

Education and Experience:

5+ years' experience as a Commercial Lines account manager. College degree preferred.
Strong understanding of Property & Casualty insurance.
Licensed California P&C agent.
Industry designation such as ARM, CIC, CPCU preferred.
Comfortable with internet-based programs and Microsoft Office products.
Knowledge of AMS / ImageRight preferred.


Physical Demands:
While performing the duties of this job the employee is regularly required to sit or stand at a desk. Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment. Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.

The ability to effectively listen, and understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.

Work Environment:

This position is a hybrid position requiring 3 days in our San Francisco, CA office and 2 days remote, after applicable training is complete.

Occasionally working after hours may be required in order to meet the demands and deadlines associated with the position. The work environment involves the use of typical office equipment such as computer, printer, telephone, etc. in a controlled climate.

#J-18808-Ljbffr