Commercial Lines Account Manager - Torrance - The Demarco Group

    The Demarco Group
    The Demarco Group Torrance

    6 hours ago

    Description

    Seeking a CA P&C licensed account manager for a private regional broker based out of Torrance, CA. (They want someone who lives within 30 miles of Torrance, CA)

    Servicing a book of business in the k revenue range focused on small and mid market generalist accounts (A-Z client servicing)

    Client management:


    • At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering


    • Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.


    • Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.


    • Obtain loss run or policy documentation directly from a carrier website as needed.

    Day to Day Client Service:


    • Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.


    • Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking


    • Submitting and managing changes to the carrier per the client's request


    • Update the system of record to properly reflect conversations, communications and policy documentation


    • Processing of monthly, quarterly or annually audits and monthly reports as received


    • Handling contract reviews that are not complex in nature


    • Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.


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