Now Hiring - Insurance - Commercial Lines Account Manager in Belmont, CA

Commercial Lines Insurance Customer Service Representative
Inform and educate clients regarding coverage, exclusions and exposures; Conduct on-site client meetings as necessary.

Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting electronic files accordingly.

Maintain policy renewal cycle through effective client communication and follow-up.

Establish and coordinate realistic renewal timeline with client and maintain client satisfaction by meeting set timelines.

Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options in conjunction with producers.

Ensure required information is input into Applied -- TAM (The Agency Management System)

At least 5 years experience as a commercial insurance customer service representative, including construction insurance experience.

Current CA Property and Casualty Insurance License and maintain CE credits

Proficiency in Microsoft applications and TAM (The Agency Management System), version 11.x

Job Type: Full-time

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Customer Service: 5 years (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person