Commercial Lines Account Manager

ReSource Pro • San Jose, CA • 3h ago

Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge?

Come Join ReSource Pro!

Your Role...

ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions.

We hire the best because our service is only as good as the people delivering it. We're committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

This position is available for candidates located in the Pacific Time Zone only

In This Role, You Will ...

Manage large books of business for commercial lines insurance clients

Drive customer retention and market additional lines of coverage to grow business and properly insure risks

Evaluate carrier relationships, commercial insurance products, and market placement

Provide quality and timely service to customers and clients

Research, provide recommendations and implement ReSource Pro solutions for clients

Work in a variety of Agency Management Systems to complete tasks

Lead day-to-day customer interactions

Use your subject matter expertise to consult with customers and advise colleagues

Gather information about client needs and insurance solutions

Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

What You Need to be Successful...

Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience

3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center

Active Resident Property and Casualty insurance license required

Located in Pacific time zone to accommodate client

Microsoft Office Proficiency - Excel required

Experience working in Agency Management System required

Industry designations preferred such as CPCU, CIC, CISR, ARM

Ability to adapt and succeed within a team-oriented environment

Excellent problem-solving and customer service skills

Your Compensation...

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides.

Your Benefits & Perks...

100% paid employee health insurance available on Day 1

Eligible for all medical, dental, and vision benefits on Day 1

Remote positions are Internet stipend-eligible

401k with employer match, vested on Day 1

HSA/FSA available

Long Term and short-term disability employer-provided

Generous PTO plan with paid holidays + floating holidays

Development and growth opportunities

Comprehensive wellness program and prioritization of employee health

Your Interview Process...

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.

The standard interview process includes:

Behavioral Interview with Talent Acquisition

Online talent assessment

Hiring Manager Interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times-placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list's 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any @type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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