Seeking a CA P&C licensed account manager for a private national broker based out of Calabasas, CA. (Hybrid if you live within 20 miles of the office and remote if you live outside of that)
Servicing a 700k revenue book focused in mid market manufacturing, distribution, and other generalist verticals.
Client management:
• Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
• Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.
Day to Day Client Service :
• Primary point of contact for the insureds.
• Submitting and managing changes to the carrier per the client’s request
• Update the system of record to properly reflect conversations, communications and policy documentation
• Processing of monthly, quarterly or annually audits and monthly reports as received
• Handling contract reviews that are not complex in nature
• Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
Company Description PAPER TRANSPORT LTD is a trucking company located in Wayland, Michigan, that focuses on delivering reliable and efficient logistics solutions. As a long standing and trusted name in the industry, the company strives to provide exceptional services ...
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PLEASE NOTE: This position remains posted on our website year-round. We may or may not currently have an opening, but we encourage you to submit your resume now in the event one becomes available. We will keep your resume on file and contact you within a year of submitting...