Professional Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY:

This is a Professional Lines Account Manager position that manages all aspects of account service plans while continually developing client relationships for professional liability insurance. Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required

ESSENTIAL DUTIES & FUNCTIONS:  include the following.  Other duties may be assigned.

• Build and strengthen relationships with existing clients.  Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs.
• Develops and oversees service plans for each client determining and understanding their needs and requirements.  Ensures proper resources from within the office are involved with the client.  Plans, organizes and leads internal meetings related to the service plan.
• Plans, organizes and leads client meetings.
• Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business.  Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers.
• Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.
• Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts.  Monitors utilization of on-line processing systems.
• Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable).  Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately.
• Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation.   
• Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.
• Keeps management apprised of developing opportunities and risks with client accounts.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• Valid California P&C Insurance License
• 15 years’ experience in Professional Liability Insurance
• 7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships
• Strong technical skills including proficiency with agency management systems
• Proven track record working with large, complex accounts
• Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required.
• Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook
• Ability to maintain a high level of confidentiality
• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.  Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.