*We are looking for a Commercial Lines Sr.
Account Manager/Account Executive*
At Poms & Associates, our collective knowledge and experience serving the needs of public, private, and institutional entities makes us more than mere advisors.
We become trusted partners in understanding our client’s specific and unique needs and risks.
We are seeking an enthusiastic and motivated Sr.
Account Manager/Account Executive who will be responsible for managing our client relationships, retaining renewals, servicing new business, and maintaining a partnership with the producer to support business development activities while upholding high service standards.
The Sr.
Account Manager/Account Executive is the focal point of our customers’ interaction with Poms and is relied on to be the integral link in that business relationship.
Using their extensive knowledge of Property and Casualty insurance, the Account Executive ensures that our customers are consistently receiving exceptional customer service.
*DUTIES & RESPONSIBILITIES*
* Consult with clients to understand their businesses' unique risks and exposures, exercising independent judgment and discretion to provide tailored solutions to help secure the most appropriate coverage for their specific needs.
* Serve as the primary advisor to the client for all tactical matters, using discretion to engage the producer for the most significant matters.
* Provide the client with various suitable coverage alternatives, including but not limited to deductibles, retention levels, and optional coverages – taking into account the clients' operations and claims history as well as prevailing insurance market situations.
* Develop and maintain good working alliances with Carriers to facilitate timely receipt of quotations and policies.
* Collaborate with the Producer throughout the new business process to ensure a successful conclusion and assume the management of the new account after coverage has been bound.
* Lead the marketing efforts for renewals and oversee all other renewal-related activities, including identifying opportunities to round out accounts.
* Promote team synergy by providing leadership and guidance to other team members, fostering an environment of collaboration and collective success.
* Fully utilize the capabilities of the agency management system (AMS360), including consistent and thorough documentation of all client-related interactions.
*DESIRED QUALIFICATIONS*
* Minimum of 10 years of experience in all aspects of servicing commercial accounts (proposals, marketing, coverage review, billing, endorsements, certificates, etc.
)
* Strong technical knowledge of policy coverage and rating.
* Candidates are expected to have obtained or be actively pursuing the CIC Designation (or equivalent) within two years of hire or promotion.
* Proficient in multitasking, organizing tasks, and setting priorities effectively.
* Exceptional verbal and written communication abilities.
* Capable of handling substantial workloads with a high level of attention to detail and precision in execution.
* Able to translate the insurance jargon into layman's terms.
* Professional demeanor.
* AMS360 experience is preferred.
* A college degree is a plus, but a high school diploma or GED is required.
* Valid Property and Casualty license.
*COMPENSATION & BENEFITS*
* Competitive compensation
* Group Benefits Plan (Health, Dental & Vision)
* Paid Vacation, Holidays, Sick Time
* 4.
5% contribution of wages into 401(k) plan, subject to IRS limits
* Education Tuition Reimbursement
* Incentive compensation
* Career advancement opportunities
Job Type: Full-time
Pay: $100,000.
00 - $130,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Paid time off
* Tuition reimbursement
* Vision insurance
* Work from home
Supplemental pay types:
* Bonus opportunities
Weekly day range:
* Monday to Friday
Work setting:
* Hybrid work
Experience:
* Commercial Lines Insurance: 10 years (Required)
License/Certification:
* Property & Casualty License (Required)
Ability to Commute:
* Calabasas, CA 91302 (Required)
Work Location: Hybrid remote in Calabasas, CA 91302
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