Commercial Lines Account Manager

We are adding a Commercial Lines Account Manager to our George Petersen Insurance Agency team in Santa Rosa, CA. As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs.

Requirements

• Service Commercial Lines accounts as assigned
• Provide administrative and clerical support to producers
• Assist in premium collection per agency procedures
• Serve as liaison between clients and insurance companies
• Prioritize workload including reviewing applications, policies, endorsements, audits, cancellations
• Assist clients with policy changes, coverage and accounting questions, resolves problems
• Prepare proposals and financial contracts
• Bind coverage
• Invoice policies and endorsements as particular to the line of insurance
• Follow up on new and renewal quotes
• Researches and resolves problems and concerns of clients regarding billing, policy changes, cancellations, claims, etc.
• Assist producers with renewals for current clients per company procedure
• Market accounts 90 days from the effective date
• Assist producers in identifying additional areas of coverage needed
• Review quotations for accuracy of coverages/limits
• Assist with negotiating quotes with carriers when necessary
• Maintain agency management system with both written and verbal communication of all transactions
• Assists in training new commercial Account Managers, as needed
• Assist other agency departments in securing and/or providing necessary information on mutual clients
• Participate in seminars and classes for skill and knowledge development
• All other duties as assigned

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays