Commercial Senior Account Manager, Real Estate
Posted on Sep 20, 2024 by AssuredPartners
San Diego, CA
Accountancy
Immediate Start
Annual Salary
Full-Time
Overview:
AssuredPartners is seeking a Senior Account Manager in San Diego, CA to be responsible for providing comprehensive account support for Real Estate clients, with limited direction. The Property and Casualty Licensed Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.
The Ideal Candidate
You enjoy working autonomously with some guidance from more senior experts
You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
Client SupportMay be first point of contact on some accounts; supports in delivering service to book of business.
Provides renewal and proposal presentations for delivery to clients
Guides clients through the renewal process, which may include requesting renewal
exposures, submitting requests to carriers based on renewal timetable.
Account ManagementReviews renewals and proposes changes needed under direction and guidance of senior team members
Supports in claim review and other risk analysis tasks.
Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
Insurance ExpertiseMay be responsible for analyzing market trends and advising clients on changes to policies.
Proficient in working knowledge of renewal processes and considerations.
May be responsible for assisting Producers with marketing campaigns
Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
LeadershipProvides mentoring and guidance to more junior team members, such as Account Coordinators.
What's in it For You?:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary of $85,000-$95,000
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24/7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need:
Property and Casualty License required
Experience working with middle to large market clients in the Real Estate industry required
4-8 years of commercial insurnance experience required
Proficient in use of agency management software; able to quickly learn new systems- Experience with Applied Epic strongly preferred
Working knowledge of available commercial lines coverages based on business and industry
Demonstrated problem solving and solution-design skills; strong written and verbal communication skills
Proficient at rapid prioritization and time management
Highly proficient in use of Microsoft Office including experience with MS Excel
Grow, with us:
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
AssuredPartners is seeking a Senior Account Manager in San Diego, CA to be responsible for providing comprehensive account support for Real Estate clients, with limited direction. The Property and Casualty Licensed Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.
The Ideal Candidate
You enjoy working autonomously with some guidance from more senior experts
You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
Client SupportMay be first point of contact on some accounts; supports in delivering service to book of business.
Provides renewal and proposal presentations for delivery to clients
Guides clients through the renewal process, which may include requesting renewal
exposures, submitting requests to carriers based on renewal timetable.
Account ManagementReviews renewals and proposes changes needed under direction and guidance of senior team members
Supports in claim review and other risk analysis tasks.
Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
Insurance ExpertiseMay be responsible for analyzing market trends and advising clients on changes to policies.
Proficient in working knowledge of renewal processes and considerations.
May be responsible for assisting Producers with marketing campaigns
Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
LeadershipProvides mentoring and guidance to more junior team members, such as Account Coordinators.
What's in it For You?:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary of $85,000-$95,000
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24/7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need:
Property and Casualty License required
Experience working with middle to large market clients in the Real Estate industry required
4-8 years of commercial insurnance experience required
Proficient in use of agency management software; able to quickly learn new systems- Experience with Applied Epic strongly preferred
Working knowledge of available commercial lines coverages based on business and industry
Demonstrated problem solving and solution-design skills; strong written and verbal communication skills
Proficient at rapid prioritization and time management
Highly proficient in use of Microsoft Office including experience with MS Excel
Grow, with us:
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
Reference: 202041684
https://jobs.careeraddict.com/post/95481128
Commercial Senior Account Manager, Real Estate
Posted on Sep 20, 2024 by AssuredPartners
San Diego, CA
Accountancy
Immediate Start
Annual Salary
Full-Time
Overview:
AssuredPartners is seeking a Senior Account Manager in San Diego, CA to be responsible for providing comprehensive account support for Real Estate clients, with limited direction. The Property and Casualty Licensed Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.
The Ideal Candidate
You enjoy working autonomously with some guidance from more senior experts
You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
Client SupportMay be first point of contact on some accounts; supports in delivering service to book of business.
Provides renewal and proposal presentations for delivery to clients
Guides clients through the renewal process, which may include requesting renewal
exposures, submitting requests to carriers based on renewal timetable.
Account ManagementReviews renewals and proposes changes needed under direction and guidance of senior team members
Supports in claim review and other risk analysis tasks.
Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
Insurance ExpertiseMay be responsible for analyzing market trends and advising clients on changes to policies.
Proficient in working knowledge of renewal processes and considerations.
May be responsible for assisting Producers with marketing campaigns
Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
LeadershipProvides mentoring and guidance to more junior team members, such as Account Coordinators.
What's in it For You?:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary of $85,000-$95,000
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24/7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need:
Property and Casualty License required
Experience working with middle to large market clients in the Real Estate industry required
4-8 years of commercial insurnance experience required
Proficient in use of agency management software; able to quickly learn new systems- Experience with Applied Epic strongly preferred
Working knowledge of available commercial lines coverages based on business and industry
Demonstrated problem solving and solution-design skills; strong written and verbal communication skills
Proficient at rapid prioritization and time management
Highly proficient in use of Microsoft Office including experience with MS Excel
Grow, with us:
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
AssuredPartners is seeking a Senior Account Manager in San Diego, CA to be responsible for providing comprehensive account support for Real Estate clients, with limited direction. The Property and Casualty Licensed Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.
The Ideal Candidate
You enjoy working autonomously with some guidance from more senior experts
You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
Client SupportMay be first point of contact on some accounts; supports in delivering service to book of business.
Provides renewal and proposal presentations for delivery to clients
Guides clients through the renewal process, which may include requesting renewal
exposures, submitting requests to carriers based on renewal timetable.
Account ManagementReviews renewals and proposes changes needed under direction and guidance of senior team members
Supports in claim review and other risk analysis tasks.
Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
Insurance ExpertiseMay be responsible for analyzing market trends and advising clients on changes to policies.
Proficient in working knowledge of renewal processes and considerations.
May be responsible for assisting Producers with marketing campaigns
Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
LeadershipProvides mentoring and guidance to more junior team members, such as Account Coordinators.
What's in it For You?:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary of $85,000-$95,000
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24/7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need:
Property and Casualty License required
Experience working with middle to large market clients in the Real Estate industry required
4-8 years of commercial insurnance experience required
Proficient in use of agency management software; able to quickly learn new systems- Experience with Applied Epic strongly preferred
Working knowledge of available commercial lines coverages based on business and industry
Demonstrated problem solving and solution-design skills; strong written and verbal communication skills
Proficient at rapid prioritization and time management
Highly proficient in use of Microsoft Office including experience with MS Excel
Grow, with us:
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
Reference: 202041684
Share this job:
Alert me to jobs like this:
Amplify your job search:
Expert career advice
Increase interview chances with our downloads and specialist services.
Visit Blog