Account Manager Commercial Lines
Posted on Sep 15, 2024 by Alera Group
San Jose, CA
Accountancy
Immediate Start
Annual Salary
Full-Time
Overview:
McSherry and Hudson, an Alera Group company is currently seeking a talented and personable Commercial Insurance Account Manager to join their P&C team!
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
McSherry & Hudson’s mission is to provide the best risk management solutions and customer service. We have been protecting the assets of our clients for over 100 years. We are headquartered in Watsonville, CA with offices in San Jose and Salinas. Come enjoy our great team environment and have fun! You’ll have the opportunity to work with our experienced and varied team, Producers, Account Managers, Loss Control Specialists, and other staff members to deliver outstanding customer service.
The ideal candidate will have a minimum of 5 years' commercial lines insurance experience, must be detail oriented/accurate, and possess good written and oral communication skills. This candidate should be able to work independently and as part of a team, projecting a positive attitude.
Responsibilities:
Coordinate expirations with producer to obtain renewal and/or new business information.
Maintain expiration lists.
Assist in marketing new and renewal business by preparing applications, proposals and/or
summaries. Maintain underwriting and marketing information by carrier.
Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered and/or mailed to clients in a timely manner.
Receive phone calls from clients and companies regarding questions or requests and comply with
the request and/or refer to the producer when necessary.
Prepare policy change requests, ID cards, evidence of property, certificates, binders, premium comparisons, and other insurance documents as needed.
Invoice all premium bearing transactions.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and
follow up on overdue and suspense items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic and/or paper files in an orderly, up-to-date manner with proper documentation.
Keep current on forms and coverage changes through webinars, bulletins, and trade publications.
Participate in seminars and classes for skill and knowledge development.
Other office duties as assigned or requested by Management
Qualifications:
Must maintain an active/valid California Fire & Casualty Insurance license with minimum 7 years’ Commercial Lines Insurance experience servicing middle market to larger complex accounts.
Experience with Construction risks is preferred.
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
Compensation:$45-$50/hr+
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-MM1
#LI-Hybrid
McSherry and Hudson, an Alera Group company is currently seeking a talented and personable Commercial Insurance Account Manager to join their P&C team!
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
McSherry & Hudson’s mission is to provide the best risk management solutions and customer service. We have been protecting the assets of our clients for over 100 years. We are headquartered in Watsonville, CA with offices in San Jose and Salinas. Come enjoy our great team environment and have fun! You’ll have the opportunity to work with our experienced and varied team, Producers, Account Managers, Loss Control Specialists, and other staff members to deliver outstanding customer service.
The ideal candidate will have a minimum of 5 years' commercial lines insurance experience, must be detail oriented/accurate, and possess good written and oral communication skills. This candidate should be able to work independently and as part of a team, projecting a positive attitude.
Responsibilities:
Coordinate expirations with producer to obtain renewal and/or new business information.
Maintain expiration lists.
Assist in marketing new and renewal business by preparing applications, proposals and/or
summaries. Maintain underwriting and marketing information by carrier.
Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered and/or mailed to clients in a timely manner.
Receive phone calls from clients and companies regarding questions or requests and comply with
the request and/or refer to the producer when necessary.
Prepare policy change requests, ID cards, evidence of property, certificates, binders, premium comparisons, and other insurance documents as needed.
Invoice all premium bearing transactions.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and
follow up on overdue and suspense items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic and/or paper files in an orderly, up-to-date manner with proper documentation.
Keep current on forms and coverage changes through webinars, bulletins, and trade publications.
Participate in seminars and classes for skill and knowledge development.
Other office duties as assigned or requested by Management
Qualifications:
Must maintain an active/valid California Fire & Casualty Insurance license with minimum 7 years’ Commercial Lines Insurance experience servicing middle market to larger complex accounts.
Experience with Construction risks is preferred.
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
Compensation:$45-$50/hr+
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-MM1
#LI-Hybrid
Reference: 199992583
https://jobs.careeraddict.com/post/95320920
Account Manager Commercial Lines
Posted on Sep 15, 2024 by Alera Group
San Jose, CA
Accountancy
Immediate Start
Annual Salary
Full-Time
Overview:
McSherry and Hudson, an Alera Group company is currently seeking a talented and personable Commercial Insurance Account Manager to join their P&C team!
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
McSherry & Hudson’s mission is to provide the best risk management solutions and customer service. We have been protecting the assets of our clients for over 100 years. We are headquartered in Watsonville, CA with offices in San Jose and Salinas. Come enjoy our great team environment and have fun! You’ll have the opportunity to work with our experienced and varied team, Producers, Account Managers, Loss Control Specialists, and other staff members to deliver outstanding customer service.
The ideal candidate will have a minimum of 5 years' commercial lines insurance experience, must be detail oriented/accurate, and possess good written and oral communication skills. This candidate should be able to work independently and as part of a team, projecting a positive attitude.
Responsibilities:
Coordinate expirations with producer to obtain renewal and/or new business information.
Maintain expiration lists.
Assist in marketing new and renewal business by preparing applications, proposals and/or
summaries. Maintain underwriting and marketing information by carrier.
Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered and/or mailed to clients in a timely manner.
Receive phone calls from clients and companies regarding questions or requests and comply with
the request and/or refer to the producer when necessary.
Prepare policy change requests, ID cards, evidence of property, certificates, binders, premium comparisons, and other insurance documents as needed.
Invoice all premium bearing transactions.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and
follow up on overdue and suspense items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic and/or paper files in an orderly, up-to-date manner with proper documentation.
Keep current on forms and coverage changes through webinars, bulletins, and trade publications.
Participate in seminars and classes for skill and knowledge development.
Other office duties as assigned or requested by Management
Qualifications:
Must maintain an active/valid California Fire & Casualty Insurance license with minimum 7 years’ Commercial Lines Insurance experience servicing middle market to larger complex accounts.
Experience with Construction risks is preferred.
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
Compensation:$45-$50/hr+
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-MM1
#LI-Hybrid
McSherry and Hudson, an Alera Group company is currently seeking a talented and personable Commercial Insurance Account Manager to join their P&C team!
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
McSherry & Hudson’s mission is to provide the best risk management solutions and customer service. We have been protecting the assets of our clients for over 100 years. We are headquartered in Watsonville, CA with offices in San Jose and Salinas. Come enjoy our great team environment and have fun! You’ll have the opportunity to work with our experienced and varied team, Producers, Account Managers, Loss Control Specialists, and other staff members to deliver outstanding customer service.
The ideal candidate will have a minimum of 5 years' commercial lines insurance experience, must be detail oriented/accurate, and possess good written and oral communication skills. This candidate should be able to work independently and as part of a team, projecting a positive attitude.
Responsibilities:
Coordinate expirations with producer to obtain renewal and/or new business information.
Maintain expiration lists.
Assist in marketing new and renewal business by preparing applications, proposals and/or
summaries. Maintain underwriting and marketing information by carrier.
Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered and/or mailed to clients in a timely manner.
Receive phone calls from clients and companies regarding questions or requests and comply with
the request and/or refer to the producer when necessary.
Prepare policy change requests, ID cards, evidence of property, certificates, binders, premium comparisons, and other insurance documents as needed.
Invoice all premium bearing transactions.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and
follow up on overdue and suspense items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic and/or paper files in an orderly, up-to-date manner with proper documentation.
Keep current on forms and coverage changes through webinars, bulletins, and trade publications.
Participate in seminars and classes for skill and knowledge development.
Other office duties as assigned or requested by Management
Qualifications:
Must maintain an active/valid California Fire & Casualty Insurance license with minimum 7 years’ Commercial Lines Insurance experience servicing middle market to larger complex accounts.
Experience with Construction risks is preferred.
Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
Compensation:$45-$50/hr+
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-MM1
#LI-Hybrid
Reference: 199992583
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