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Symphony Risk Solutions LLC
Commercial Insurance Account Manager - Middle Market
Job Overview
Symphony Risk Solutions LLC is seeking a dynamic Commercial Insurance Account Manager with middle market experience to work alongside and cooperatively with Producers and Account Executives to manage Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. This is a HYBRID position requiring 3 days a week in our San Francisco office and providing 2 days at home after successfully completing training. Will consider candidates located near our Chicago or Dallas offices.
Salary Range: $80,000.00 - $100,000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Career Growth Opportunities
Retirement Plan
Requirements
- Experience developing and maintaining effective, collaborative working relationships with clients and internal partners to provide comprehensive insurance solutions.
- 3-5+ years’ experience as a Commercial Lines account manager. College degree preferred.
- Strong understanding of Property & Casualty insurance.
- Licensed CA P&C agent.
- Industry designation such as ARM, CIC, CPCU preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of AMS / ImageRight preferred.
- Able to work in a fast-paced, team environment with minimal instruction.
Physical Demands:
- While performing the duties of this job the employee is regularly required to sit or stand at a desk.
- Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
- Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.
Responsibilities
- Provide proactive, personalized support to assigned Commercial Lines clients.
- Provide insurance technical expertise to clients and other members of the Account Management team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- Preparation of client applications and renewal submission for review by Account Executive.
- Determine most-appropriate carriers for market pricing with guidance when needed by Account Executive and/or Producer.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Negotiate with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Occasional in-person attendance at face-to-face client meetings.
Remote Type:
Hybrid Remote
Job Type:
Full-Time
Job Category:
Insurance Sales
Company Location:
2425 N Central Expwy STE 900 Richardson, TX 75080
Job Ad Location:
San Francisco, CA 94103, US
About Us
Symphony Risk is a next-generation, full service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.