Commercial Lines Account Manager (exempt position)

Company: Panorama Insurance Associates, Inc.
Location: Roseville
Posted on: January 28, 2025

Job Description:

Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunities for both employees and affiliates. The Commercial Lines Account Manager will manage client accounts, build relationships, support business growth, promote insurance products, quote clients, and ensure accurate data entry-all while upholding our core values, and covering you from every angle. Responsibilities:

• Manage client accounts, coordinate services, and build relationships with clients, agents, and company reps
• Act as liaison between clients and carriers, providing coverage solutions and cost options
• Create renewal proposals, negotiate coverage, and collaborate with Producers and Marketing
• Conduct research, prepare documents, and ensure compliance with binding procedures
• Present proposals, bind coverage, and handle invoicing, endorsements, and cancellations
• Process and assist with claims, billing discrepancies, and customer service issues, assist with audits, and address coverage inquiries
• Issue certificates, binders, and ID cards while maintaining confidentiality
• Update systems, manage invoices and payments, and maintain accurate account/policy data
• Provide training and support for teammates and analyze renewal accounts for proper coverage
• Stay current on licensing, industry trends, and underwriting guidelines
• Represent the company professionally and adapt to evolving responsibilities in a dynamic, collaborative work environment
• Additional duties as assignedQualifications:
  • 5+ years Insurance Personal Lines Account Management experience
  • High school diploma (or equivalent) required
  • Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred) Certificates, Licenses, Registrations:
    • Applicable state required Property & Casualty License
    • CISR preferred
    • High school department or equivalent required, Bachelor's degree is preferred but not requiredCommercial Lines Account Manager Benefits:
      • Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
      • Dental: PPO plans with an option for no employee premium cost
      • Vision: PPO plan with no employee cost
      • FSA Account: Available for Medical and Dependent Care
      • HSA Account: Panorama contributes $1000 annually to qualified accounts
      • Commuter Benefits: Up to $600 per month contribution
      • Long-Term & Short-Term Disability: At no cost to the employee
      • Life and AD&D: At no cost to the employee and Voluntary Life is also available
      • Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
      • Identity Theft: Provided at no cost for employee coverage
      • EAP: At no cost to anyone in the household
      • 401k: With a match of 100% up to 5% of your earnings
      • PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
      • Paid Holidays: 12 paid holidays annually
      • Flexible Work Options: Remote, hybrid and in-office options
      • Professional Development, licensing/accreditation, and growth plans Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take steps to ensure that people with disabilities are provided with reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and/or to receive all other benefits and privileges of employment, please contact us.
        The pay range for this role is:
        70,000 - 90,000 USD per year(Roseville Office)
        
        
        
        PIc15f0a73ad21-37248-36571874

Keywords: Panorama Insurance Associates, Inc., Yuba City , Commercial Lines Account Manager (exempt position), Executive , Roseville, California