Risk and Insurance Management Recruiting
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Category Listing

Posted: Thursday, November 29, 2018

Commercial Lines Account Manager

San Jose or Novato, CA
Salary: $60,000 - $75,000

Commercial Lines Account Manager – San Jose or Novato, Ca.

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a California insurance brokerage client in identifying Commercial Lines Account Manager to work from their San Jose or Novato, Ca locations. 

Client Profile:

• Founded 1973

• Growing Regional Firm – Large Independent Agency

• Offices – (4) Northern CA

• Full service firm (CL, EB and PL)

• Client base – 1,000

• Niches – Mid Market Groups

• Added value resources:

• Analytics

• Claims

• Compliance

• Risk Management consulting (RM and Loss Control)


Position Outline:

• Title – Commercial Lines Account Manager

• Duties

• Leading the day to day client service delivery efforts on specified accounts, including: counseling clients on interim insurance coverage changes and claim reporting, fielding phone calls and creating email and other client correspondence, completing policy changes and ensuring they are invoiced appropriately

• Review contracts and agreements as requested by clients in coordination with Producer/Account Executive and make coverage recommendations that ensure compliance with specific contracts or agreements

• Resolving carrier and client service issues and assisting clients with claim reporting and resolution

• Consult with clients and Account Executives to develop appropriate new account coverage marketing and placement strategies utilizing internal and external resources as necessary.

• Lead and execute new the new business marketing and placements processes

• Manage the execution of all aspects of the client account renewal process

• Review and analyze policies upon receipt from carriers, coordinate with Assistant Account Manager and carriers for processing of any necessary changes or corrections and ensure policies are delivered to clients with an appropriate policy summary

• Ensure timely issuance and accuracy of billing, premium allocations, premium finance agreements, etc.

• Ensure file documentation is consistent with the organization’s standard policies and practices

• Review all account receivable statements and partner with Account Executive in resolving collection items and/or accounting system errors.

• Develop and maintain effective working relationships with carrier underwriters, marketing reps and wholesalers in order to ensure effective issue resolution and optimal coverage terms and pricing for specified clients

• Keep abreast of industry information, new product offerings, coverage changes and technology changes in an effort to continuously improve your knowledge

• Execute all other tasks assigned on a regular or periodic basis

• Compensation: $60-$75K salary range.


• Minimum 5-7 years of progressive insurance experience (brokerage experience preferred)

• Insurance designations a plus.

• Knowledge of insurance products and coverage.

• Ability to carry out complex tasks with many concrete and abstract variables.

• Ability to develop meaningful insurance carrier relationships, which in turn will translate into high quality insurance broking results.

• Knowledge of rating and auditing procedures, coverage and industry operations to effectively manage and maintain business.

• Demonstrate excellent oral and written communication skills

• College degree preferred

• Property/Casualty License required


To discuss this position further, please contact Ben Levin, Recruiting Consultant, Northern CA, The Rogan Group, Inc. 443-394-7046 or blevin@rogangroup.com   The Rogan Group, Inc. – Risk & Insurance Management Recruiting.  

The Rogan Group, Inc. - is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com



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