Commercial Account Manager

Woodland Hills, CA

Gaspar Insurance is currently seeking a full-time Commercial Lines Account Manager with a great attitude and strong work ethic to join our amazing staff at our Woodland Hills, CA office location!

The ideal candidate has a bachelor’s degree as well as professional level experience in the insurance industry as Commercial Lines Account Manager. He or she must have a pleasant and courteous personality, refined customer service skills, strong technical skills, and excellent communication skills. Eligible Candidate’s must demonstrate strong commercial insurance knowledge, including risk concepts, markets, coverages, and lines of business.

 

Salary:

DOE

 

Who We Are:

Gaspar Insurance Services is a full-service insurance agency specializing in protecting individuals and businesses of all sizes. We are headquartered in Woodland Hills, California with branches in Simi Valley, California and in Cherry Hill, New Jersey, We offer protection to clients nationwide. Our independent agents shop A-rated carriers to find the best possible protection at unbeatable rates. We aim to build personal relationships with clients while delivering world class service.

 

Perks:

  • Two weeks PTO (80 hours)
  • Medical, Dental, and Vision Insurance eligible to enroll following 30 days of employment
  • 401K with company match eligible after 90 days of employment
  • Weekly yoga
  • Breakroom with stocked with snacks
  • Team building events and parties
  • Paid sick time
  • Paid holidays
  • Personal growth/Training courses

 

Qualifications/Skills:

  • Minimum 3 years of experience in Customer Service
  • Minimum 2 years of experience as a Commercial Lines Account Manager
  • Excellent commercial insurance technical knowledge, including thorough understanding of all forms of commercial coverages and risk alternatives
  • Must demonstrate understanding of insurance markets and lines of business
  • Must have strong knowledge of risk management concepts and techniques
  • Must have excellent verbal and written communication skills
  • Must be customer service oriented with strong client-facing skills
  • CIC, CRM, or CISR preferred but not required
  • Experience with Applied EPIC preferred but not required
  • Bachelor’s Degree preferred but not required 

 

 

Job Responsibilities:

  • Provide, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts
  • Provide market direction based on risk characteristics and maintain knowledge of current marketplace and provide risk placement alternatives
  • Product subject matter expert for multiple lines & carriers
  • Participate in discussion and review of the current market situation of specific accounts
  • Responsible for the entire renewal process for all accounts serviced; provide detailed direction for assembling pertinent information necessary to complete applications; review applications for market identification and submission requirements
  • Perform underwriting functions whenever necessary to make sure classification and rating are complete and accurate
  • Analyze and negotiate pricing, policy conditions, and terms; review all quotations with recommendations as to the best options for price, coverage, and risk alternatives 
  • Handle complex and escalated customer service issues, investigating and following problems through to resolution
  • Responsible for providing exceptional day-to-day routine consultation, service and support to insureds via phone and email
  • May review policies, process binder, and upload with carrier for binder completion
  • Increase retention by speaking with insureds, highlighting the features and benefits of products 
  • Check new policies for accuracy of all coverages, eliminate gaps in coverage when applicable
  • Setup COI forms and premium charges within 24 hours of receipt
  • Document customer service actions, discussions, and correspondence to keep records accurate
  • Keep producers up to date and fully informed on all aspects of their accounts

 

Details:

  • Schedule: 8:00AM-5:00PM Monday-Friday
  • Job Type: Full-time