Manages small to mid-sized commercial insurance accounts, including binding, invoicing, policy checking, audits, endorsements, renewals, submissions, proposals, and client servicing. Collaborates with Producers on account strategy, supports cross-selling and product opportunities, resolves suspense items, maintains accurate documentation, and contributes to employee training. Requires strong commercial insurance knowledge, a Property and Casualty license, and four or more years of relevant experience.
Description
This is a hybrid position. You will be expected to work from the Main Office location full-time for the first 90 days, then you can work remote 3 days.
Job Summary:
The Small Business Commercial Account Manager is responsible for performing duties related to account marketing, coverage and exposure evaluation, day-to-day servicing and ensuring the Client’s service requirements are met on Select Business Accounts. This person will handle smaller to mid-sized commercial accounts, generally under $15,000 of combined P&C commission utilizing both the “Select Commercial Service Model” and the Commercial Lines 130 day service timeline.
What to Expect:
- Competitive Compensation: Base salary range of $75,000-$85,000, based on experience
- Performance Bonuses: Annual bonus based on company profitability as well as bonus on up-sell and cross-sell activities
- Comprehensive Benefits: Full benefits package
- Flexibility: Hybrid position with unlimited vacation
- Ownership Opportunity: Enrollment in Bender’s Employee Stock Ownership Plan (ESOP)
Why Choose Bender:
Bender Insurance Solutions was founded over 85 years ago with a mission of providing protection, superior service, and education to those who matter most. It’s a compelling commitment that continues to guide us, three generations later, the largest and only employee-owned, family-led commercial insurance brokerage in the Sacramento region.
Requirements
Key Responsibilities:
- Comprehensive Account Services: Manage binding, invoicing, policy checking, and processing audits with a focus on accuracy
- Strategic Collaboration: Collaborate with Producers on client renewal strategies, preparing submissions, and delivering proposals for existing Commercial Lines clients
- Continuous Development: Attend seminars and classes for continuous skill and knowledge development
- Endorsement Expertise: Screen and prepare accurate endorsement requests for Commercial Lines clients; review applications, policies and audits
- Effective communication: Maintain effective communication with Producers, promptly handling suspense items and informing them of significant account activity
- Strategic Contributions: Contribute to cross-selling efforts, evaluate new product opportunities, and participate in process training for new hires, while maintaining a policy per account average of 2.5 or greater
Qualifications:
- Possess 4+ years of commercial insurance experience including strong knowledge of insurance terminology, concepts and coverage
- Hold a Property & Casualty Agents/Brokers License in good standing
- Associate or Bachelor degree preferred OR completion of an Insurance Study Program resulting in the attainment of at least 1 of the following designations: AIS, ARM, CRM, CPCU, CIC, CISR, CISC, AIN
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