Senior Account Manager - Personal Lines Insurance

About the role

Momentous Insurance, a Marsh McLennan agency, is hiring a full-time Senior Account Manager for its Personal Lines team. This is a service position: the main purpose is to deliver high-quality service to customers and cross-sell within the existing book of business. The Senior Account Manager acts as the day-to-day liaison between the insurance company (MIB) and the accounts managed by Account Executives, Senior Account Executives and Producers.

Key responsibilities

• Daily customer service: coverage issues, contract and exposure analysis, auto ID cards, endorsements, routine coverage questions, problem solving, renewal control, formal proposals, policy checks and binding.
• Coordinate with Account Executives on strategic account issues and potential problems.
• Quote new business and renewals, including higher limits, deductibles, earthquake, flood, mold, identity theft, umbrella, employment practices liability, inland marine, guaranteed replacement cost and equipment breakdown coverage.
• Prepare and follow up on proposals and applications, and provide a Summary of Insurance to new and existing clients.
• Remarket accounts as directed and maintain accurate EPIC files.
• Handle cancellations promptly and prepare policies, invoices, certificates, binders and other documents per SOPs.
• Stay current on carrier websites, communications, new coverage options and billing procedures.

Required profile

• Experience in all areas of Personal Lines insurance.
• Knowledge of underwriting and rating procedures for personal lines policies.
• Proficiency in the MS Office suite (Word, Excel, Outlook).
• Experience using carrier websites to market and rate new and renewal business (e.g., Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman's Fund) is a plus.
• Plus: college degree preferred, current California Department of Insurance license, 2-4 years of experience.

What we offer

• Base salary range of $54,700 to $101,900, depending on experience, skills, location and education; possible performance-based incentives.
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs.
• Tuition reimbursement, charitable contribution match, stock purchase opportunities and generous time off.