Commercial Lines Account Manager- Cypress

Commercial Lines Account Manager- Cypress

The James Allen Companies Inc.


In this role, you will be the facilitator of positive and strategic relationships with our valued clients and
insurance carrier partners. The primary objective of this role is to support our agency and our clients by
being the Commercial Insurance subject matter expert programs and supporting our business in the
following functions:
• Manage the entire account-service process
• Provide marketing information to carriers
• Prepare quotes and proposals
• Assist with client presentations
• Maintain renewal controls on expirations and binders
• Check and verify policies/endorsements/audits for accuracy
• Assist in coordinating premium financing and the collection of premiums
• Maintain accurate and organized account files
• Systematically use our Customer Relationship Module (CRM) to support our sales and renewal
• Develops trusted advisor relationships with clients and peers
• Effective time management skills
• Maintain accurate and organized account files
• Lead and support root cause analysis to help find great solutions for our clients and our agency
• Advocate continuously for our clients and our agency teams
• Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and
products to help to support great outcomes for our clients
• Driving to root cause and helping to support and find great solutions to our client and agency
• Service inbound client communications to facilitate resolution for the employer and the covered
• Assist clients with understanding commercial insurance and the regulations and requirements
affecting commercial insurance.
• Perform eligibility audits to assist with billing inquiries and challenges.
• Review renewals, new business presentations, and application materials to ensure they are
accurate and complete in content, compliant with company and regulatory guidelines, and reflect a
professional appearance.
• Own the client life cycle process including client acquisition, development, and retention.
• Build and sustain great relationships with our insurance carrier and advisory partners.
• Advocating for our clients and our agency team.

• This position is accountable to the VP of Operations and the President.

Skills and Abilities
• Ability to identify exposures, obtain underwriting information and provide appropriate insurance
coverages for client.
• Provide timely responses to clients, underwriters, and internal company requests.
• Recognize circumstances requiring assistance from leadership.
• Coordinate customer service with producer.
• Prepare accurate policy summaries and claim reports as needed.
• Work closely with internal departments: Claims, Sales, Risk Management, and Accounting to
support the achievement of the best outcomes for our clients and the agency.
• Continue professional development and establish education goals with timeline for completion.
• Document all work activity carefully to help drive results
• Understand potential for errors or omissions and seek guidance when necessary.
• Ability to maintain professional and productive relationships with other staff, working closely with
other departments where applicable.
• Ability to maintain professional relationships with customers, clients, and co-workers.
• Ability to adapt to change
• Demonstrate flexibility as priorities and deadlines can shift and change
• Ability to manage multiple assignments.
• Ability to work in and contribute to culture of teamwork and cooperation.
• Treat people with respect.
• Demonstrate initiative and ability to work independently.
• Be accountable for responsibilities of the position, meet deadlines, and live up to commitments.
• Other duties and responsibilities as assigned.
• Document all work activity carefully to help drive great results.

• Ability to operationalize concepts with true business acumen
• Understanding of economic environment and effect on business
• Ability to complete high-volume workload, meet critical deadlines and work through constantly
changing priorities with enthusiasm.
• Demonstrated ability to develop and deliver successful presentations to individuals and groups at
all levels of an organization.
• Results oriented
• Business-owner advocate
• Stakeholder mentality
• Drive and vision
• Innately curious
• Demonstrated leadership ability
• Highly ethical


• Occasional travel to client locations and training
• Experience working with Applied EPIC and Valid California Department of Insurance Property & Casualty License
• Minimum 3-10 years of experience with insurance agency handling commercial accounts.
• Minimum High School Diploma. Bachelor’s Degree in Business management, Human Resources
management, Financial management, or another related field is preferred.
• Professional designation(s) – CIC, AAI, CPCU, ARM is preferred.

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