Senior Account Manager, Commercial

San Diego, California
Not Specified
Jul 09, 2024
Sep 07, 2024
Job Type
Not Specified
Career Level
Not Specified

AssuredPartners is seeking a Senior Account Manager in San Diego, CA to be responsible for providing comprehensive account support to a client or group of clients, with limited direction. The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

The Ideal Candidate

  • You enjoy working autonomously with some guidance from more senior experts
  • You enjoy forming relationships with clients and leveraging your technical knowledge to deliverexcellent comprehensive customer support
  • You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

  • Client Support
    • May be first point of contact on some accounts; supports in delivering service to book of business.
    • Provides renewal and proposal presentations for delivery to clients
    • Guides clients through the renewal process, which may include requesting renewal
      exposures, submitting requests to carriers based on renewal timetable.
  • Account Management
    • Reviews renewals and proposes changes needed under direction and guidance of senior team members
    • Supports in claim review and other risk analysis tasks.
    • Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
    • Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
  • Insurance Expertise
    • May be responsible for analyzing market trends and advising clients on changes to policies.
    • Proficient in working knowledge of renewal processes and considerations.
    • May be responsible for assisting Producers with marketing campaigns
    • Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
    • Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
  • Leadership
    • Provides mentoring and guidance to more junior team members, such as Account Coordinators.
  • Other duties as assigned.
What's in it For You?

To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary of $85,000-$95,000
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan – 50% up to 6%!
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need

  • 4-8 years of related experience required
  • Property and Casualty License required
  • Working knowledge of available commercial lines coverages based on business and industry
  • Demonstrated problem solving and solution-design skills; strong written and verbal communication skills
  • Proficient at rapid prioritization and time management
  • Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
  • Proficient in use of agency management software; able to quickly learn new systems
Grow, with us

AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

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