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California Licensed Account Manager
A company is looking for an Account Manager, Private Equity. Key Responsibilities Participate in the retention of renewal business and prepare necessary documentation Review current policies and provide recommendations for coverage options Build and maintain effective relationships with clients and internal teams Required Qualifications 3-5 years of experience in Commercial Lines client management Valid State P&C brokers' license College degree preferred Proficient in insurance agency management systems, preferably AMS 360 and Work Smart Extensive knowledge of Commercial Lines underwriting and coverage procedures
A company is looking for an Account Manager, Private Equity.
Key Responsibilities
Participate in the retention of renewal business and prepare necessary documentation
Review current policies and provide recommendations for coverage options
Build and maintain effective relationships with clients and internal teams
Required Qualifications
3-5 years of experience in Commercial Lines client management
Valid State P&C brokers' license
College degree preferred
Proficient in insurance agency management systems, preferably AMS 360 and Work Smart
Extensive knowledge of Commercial Lines underwriting and coverage procedures