2 client manager commercial lines jobs found in San Jose, CA

Job Description Summary   The National Leader, High-Net-Worth Personal Lines is accountable for the overall performance, growth, retention, profitability, and strategic direction of Acrisure’s HNW Personal Lines book. This leader will define and execute a national growth strategy, strengthen advisor performance,   optimize   the existing portfolio, and build a scalable operating model that supports sustainable growth across regions, segments, and channels.   This role requires a leader with strong commercial discipline, deep HNW market knowledge, and the ability to   operate   both strategically and tactically. The leader will partner closely with sales, operations, placement, carrier, marketing, digital, and business line leadership to improve new business production, client retention, account expansion, and advisor productivity across the full HNW portfolio.     Scope   The National Leader, High-Net-Worth Personal Lines owns...

Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks.      Job Duties and Responsibilities (Essential Job Functions)   Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65 ‑ 75%)   Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)   Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)   Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)...