Commercial Lines Account Manager II

Why join M &G:

• We continue to win awards and achieve honors for our Culture, our Industry Expertise, and Our Services

  • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
  • NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2018-2023)
  • Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2023)
  • Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)
  • Top 100 P&C Agencies (#100 – 2023)

• UBA Producer Awards (United Benefits Advisors)

  • Derrick Martine, Ben Hoover, Daniel Vordale (2023 – we won all the Producer categories)
• MVP Account Managers (Insurance Journal)
  • Kim Garcia & Sam McCleary (2023)
• Top P&C Agent of the Year (Insurance Journal)
  • Mark Anelli (2022)
• Board President of IIABCal – Martine Domingues (2023)

How You Will be Compensated:

• $28.85/hr-$38/hr DOE
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Time Off, Paid Holidays, and Paid Sick Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)
• Flexible Working Hours with Work from Home availability
• Employee Appreciation Program including paid annual trip to beautiful home office on California’s Central Coast

Who You Are:

• You enjoy working in a precise and detail-oriented manner
• You hold yourself to high standards of quality and accuracy
• You love having a team of peers who care about supporting each other
• You excel at strong follow-through on your assigned tasks and activities
• Your diligence keeps you focused on information gathering and making informed decisions
• You take great pride in serving clients with sincerity and effective communication skills

W hat You Will Do:

• We start all new Account Managers in our flexible and customizable training program. We adjust all training and timelines to accommodate your learning style and pace
• You will be supported in building relationships and retaining accounts through timely and accurate communication surrounding coverage, policy changes, policy & audit review, proofs of insurance, billing, etc.
• You will be accountable for all aspects of the renewal process including:
  • Partnering with the Risk Advisor (Producer), Marketing Dept and Underwriters
  • Assessing quotes for accuracy
  • Presenting and binding
• You will collaborate with Risk Advisors, Supervisors, Colleagues, and Clients to identify potential risks and develop strategies to mitigate them
• You will educate clients on insurance related matters, including policy terms and coverage limits
• You will effectively document your work in our agency system Epic

Your Qualifications:

• Current Property & Casualty License
• 5+ years Commercial Lines Account Manager experience
• Ability to work PACIFIC time zone, M-F 9am-4pm
• Proficiency in Microsoft Office suite
• Experience with Applied Epic preferred