5 commercial account advisor jobs found in San Francisco, CA

We are seeking a Senior Vice President, Insurance Business Development for our team focusing primarily on retail partners.   This is a strategically important role with decision making responsibility and strong influence that will lead the effort to raise corporate profile, effectiveness and reputation by deepening and extending our agency relationships and impacting strategic initiatives/business development efforts. Essential Duties and Responsibilities:   Spearhead client engagement to bolster profitable growth within key client segments, ensuring exceptional "client experience" through strategic planning, thought leadership, and relationship management. Lead the effort to raise corporate profile, effectiveness, and reputation by deepening and extending our agency/brokerage relationships: Support the overall strategic management of the key broker relationships. Developed under-served territories. Identify and qualify new broker relationships....

Objective: Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will offer a range of innovative strategies to develop and manage customers' insurance and risk management needs. This role will report into the San Francisco, CA Commercial Lines division.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and accurate manner. Follow up and...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily...

JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.     DUTIES & RESPONSIBILITIES: Assists the Account Management team with all aspects of the account-service process. Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments. Participates in the renewal preparation process, including generating renewal...