Middle Market Lending Manager jobs in San Francisco, CA

Job Description

Symphony Risk Solutions LLC is seeking a dynamic Commercial Insurance Account Manager with middle market experience to work alongside and cooperatively with Producers and Account Executives to manage Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. This is a HYBRID position requiring 3 days a week in our San Francisco office and providing 2 days at home after successfully completing training. Will consider candidates located near our Chicago or Dallas offices.

Benefits

Responsibilities

Responsibilities:

• Provide proactive, personalized support to assigned Commercial Lines clients.
• Provide insurance technical expertise to clients and other members of the Account Management team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• Preparation of client applications and renewal submission for review by Account Executive.
• Determine most-appropriate carriers for market pricing with guidance when needed by Account Executive and/or Producer.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Negotiate with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop customer accounts.
• Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Occasional in-person attendance at face-to-face client meetings. 

Requirements

Requirements:

• Experience developing and maintaining effective, collaborative working relationships with clients and internal partners to provide comprehensive insurance solutions.
• 5 years’ experience as a Commercial Lines account manager. College degree preferred.
• Strong understanding of Property & Casualty insurance.
• Licensed CA P&C agent.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of AMS / ImageRight preferred.
• Able to work in a fast-paced, team environment with minimal instruction.