[Remote] Commercial Lines Account Manager - Real Estate Focus

Note: The job is a remote job and is open to candidates in USA. The Liberty Company Insurance Brokers, LLC is redefining what it means to work in insurance with a focus on a collaborative and positive culture. They are seeking a Commercial Lines Account Manager with a focus on Real Estate clients, responsible for providing exceptional service and managing large accounts while supporting company growth.

Responsibilities

• Primarily responsible for large, middle-market real estate commercial lines accounts
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals
• Prepare all change requests and review audits and policies for accuracy
• Setup and prepare new account files in AMS360 per agency procedures
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures
• Respond to all carrier memos and process any necessary updates
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders
• Review policies and related documents for accuracy and deliver policies to insureds as needed
• Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed
• Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate
• Keep producers fully informed of all important activities on their accounts
• Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner
• Service Company and clients in a manner to avoid potential exposure to E&O claims
• Alert management of incidents that may require management assistance or approval
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360
• Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations
• Prioritize workload and request assistance as necessary to reduce backlog
• Participate with management and other departments/personnel on special projects and other duties as needed
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars
• Participate in seminars and classes for skill and knowledge development

Skills

• High school diploma or equivalent is required
• California P&C License required
• Experience in real estate insurance
• Knowledge of AMS360 or Applied EPIC system or similar agency management system
• Good listening skills, attention to detail, and a positive attitude are essential
• Knowledge of commercial insurance and products
• College degree preferred

Benefits

• Competitive compensation
• A robust benefits package
• Paid time off
• Holiday pay
• Continued education support
• Company-sponsored programs to promote stress management and community involvement

Company Overview