Commercial Lines Account Manager, La Crescenta-Montrose

Job Description

Job Description

Crescenta Valley Insurance is seeking an experienced Commercial Lines Account Manager to join our team. This is a dynamic role, that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. Responsibilities Include· All aspects of servicing commercial accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewalsCoordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Prepare account specifications, negotiate pricing, and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.Prepare invoices, work with staff to issue COIs&EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate, and direct the activities.Expand existing accounts by developing new coverages. Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to handle complex accounts. Strong ability to work both independently and within a team Hawksoft CMS experience is preferred Other duties and special technical projects as assigned Company Description Founded in 1969, Crescenta Valley Insurance (CVI) is a 2nd generation agency. CVI is a firm with proven professionals along with caring and conscientious people that you can depend on. As a local Trusted Choice Independent agency, we offer a choice of multiple insurance carriers. We support our community, schools and place of worship while having fun doing it.

Company Description

Founded in 1969, Crescenta Valley Insurance (CVI) is a 2nd generation agency.

CVI is a firm with proven professionals along with caring and conscientious people that you can depend on.

As a local Trusted Choice Independent agency, we offer a choice of multiple insurance carriers. We support our community, schools and place of worship while having fun doing it.