Now Hiring - Petra Risk Solutions - Professional Services Commercial Lines Account Manager in Orange, CA

Full description of the position

JOB SUMMARY We are an established and growing Commercial Insurance Brokerage currently looking for experienced Commercial Account Managers to support our clients. We are seeking organized, motivated professionals to join our team. This position is responsible to provide prompt, accurate and reliable assistance in a team environment. Employees hired for this position have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training. DUTIES AND RESPONSIBILITIES * Assume responsibility for assigned accounts; * Review policies, endorsements, audits and applications for accuracy in rating, typing, coverage & signatures; * Document discrepancies/errors and request corrections from insurance carrier; * Prepare and send endorsement requests to carriers; * Request property valuation reports; * Request updated renewal information, from insured clients; * Create & update spreadsheets, using Excel; * Prepare account submissions, which includes completing applications, supplemental forms and other information needed for policy renewal; * Assist in preparing proposals and associated materials for Sales presentations; * Obtain binding conditions/subjectivities from clients; * Delegate specified tasks and assignments to Assistant Account Managers, as appropriate * Issue Certificates of Insurance with appropriate corresponding, required documents upon request; * Attach documents in Agency Management System; * Invoice endorsements, audits and policies; * Maintain a suspense system to follow up on outstanding items in a timely manner; * Maintain electronic files in an orderly, up-to-date manner; * Service accounts in a manner to eliminate E&O exposures; * Maintain regular, pro-active communication with service team members; * Assume other job responsibilities as assigned EDUCATION, EXPERIENCE, KNOWLEDGE * Bachelor's degree (BS/BA) is preferred; or equivalent combination of education and insurance experience * Commercial insurance experience is required * Property and Casualty Insurance License is required QUALIFICATIONS * Effective oral and written communication skills; * Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts; * Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations * Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages * Ability to solve practical problems and deal with a variety of concrete variables * Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities * Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance * Proficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, the agency management (TAM) software system and office equipment * Type 45-50 wpm * Professional work ethic Job Type: Full-time Pay: $75,000.00 - $115,000.00 per year Benefits: * 401(k) * Dental insurance * Employee assistance program * Employee discount * Flexible schedule * Flexible spending account * Health insurance * Life insurance * Paid time off * Professional development assistance * Vision insurance Pay may depend on skills and/or qualifications Experience: * Commercial insurance: 5 years (Preferred) License/Certification: * commercial property and casualty license (Required) Ability to Relocate: * Orange, CA 92868: Relocate before starting work (Required) Work Location: Hybrid remote in Orange, CA 92868