Commercial Account Manager - Real Estate
Title: Commercial Account Manager - Real Estate Location: Irvine, CA, USA Job Description: SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES
- Supports Producer in developing new business opportunities for existing clients and prospects;
- Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
- Reviews and summarizes marketing results and prepares proposals;
- Finalizes proposals and presentations in coordination with Producer;
- Binds insurance coverage and prepares binders and/or delegate certificates issuance;
- Reviews policies for accuracy and review contracts;
- Prepares summaries and/or schedules of coverage for clients;
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
- Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
- Provides technical guidance to staff assisting with client needs or procedural issues;
- Notifies brokers of pertinent information related to client retention;
- Meets with clients as needed or directed by Producer;
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE
- Associate's Degree or equivalent combination of education and experience
- Six (6) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
SKILLS
- Proficient in Microsoft Office Suite
- Excellent verbal and written communication skills
- Excellent customer service skills, including telephone and listening skills
- Good leadership, problem solving and time management skills
- Ability to work within a team and to foster teamwork
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