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Senior Insurance Account Manager

Carlsbad, CA (DT Cbad)

Job ID: 56 - Insurance - Posted 6 months ago

 

Summary

Our client is a leading insurance agency located in Carlsbad, CA, with a strategic focus on lower middle market private companies.  They have a warm and inviting culture established, that is seldom found in the insurance industry.  They are in immediate need of finding a seasoned, Senior Insurance Account Manager.  

Duties & Responsibilities 

  • Co-manage a $10M premium book of business made up of diverse industries and policy types. 
  • Serve as the lead point of contact for all customer account management matters.
  • Build and maintain strong, long-lasting client relationships. 
  • Maintain relationships with carrier partners and underwriters.
  • Develop trusted advisor relationships with key accounts.
  • Manage the renewal process and marketing of key accounts.
  • Ensure the timely and successful delivery of renewal proposals, policies, and other deliverables.
  • Assist with challenging client requests or issue escalations as needed.

Qualifications & Requirements

  • 5+ years of commercial P&C account management experience.
  • EPIC experience a PLUS.
  • Ability to thrive and adapt in a fast-paced, dynamic environment.
  • Willing and able to commute to office 3-4x per week

Benefits being offered

  • 3 Weeks PTO
  • 10 Paid Holidays
  • Health Insurance (100% paid by company)
  • 401k with company match
  • Performance bonus
  • Referral compensation
  • Exact compensation may vary based on skills, and experience.
  • The current salary range for this position is $75,000 – $110,000 annually. 

Employment Type: Full time

Location: Carlsbad, CA (DT Cbad)

 

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