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Account Manager, Commercial Lines

Role overview

Qualifications

  • Experience in commercial insurance
  • Thorough knowledge of commercial lines coverages and markets
  • Producers’ license
  • Experience with Microsoft Office products

Responsibilities

  • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
  • Develop and maintain relationships with clients to ensure that all service needs are met
  • Develop new business from existing accounts and contribute to meeting departmental production goals
  • Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage

Key facts

Hard skills

Other skills

  • Microsoft Office
  • Organizational Skills
  • Social Skills
  • Verbal Communication Skills
  • Teamwork

About the company

Polly logo

Polly

Fintech: Finance + Technology

The secondary market for mortgages accounts for over $1T in annual volume and impacts 20% of GDP. Yet, the pricing and loan trading of mortgages is still often done with antiquated technology, excel spreadsheets, phone calls, and physical paper. Billions of dollars are lost to inefficiency and mistakes.Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. Our mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology that is configured for each of our customers’ unique workflows and business needs.Polly is based in San Francisco, California. Please visit www.polly.io to learn more.

Company details

Company typeScaleup
IndustryFintech: Finance + Technology
Company size51 - 200

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Job description

Account Manager, Commercial Lines

Job Overview

At Polly, we've created the future of car insurance. Our innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents. This is all powered by our people. We are bold trailblazers who are passionate about doing amazing things – together. If this sounds like you, we’d love to hear from you!

Job Overview

We’re hiring an Account Manager, Commercial Lines. As a member of the Polly Commercial Lines Team, you will be responsible for servicing assigned commercial insurance.

What You’ll Do:

  • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
  • Develop and maintain relationships with clients to ensure that all service needs are met
  • Develop new business from existing accounts and contribute to meeting departmental production goals
  • Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage
  • Prepare client proposals based on client’s needs, rates, and coverages
  • Prepare all transactions for assigned accounts, i.e., applications, certificates of insurance, invoices, forms
  • Maintain the accuracy of data in the agency management system
  • May handle collections of premiums due
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
  • Other responsibilities as assigned by Manager

What You’ve Done:

  • Experience in commercial insurance
  • Thorough knowledge of commercial lines coverages and markets
  • Producers’ license
  • Experience with Microsoft Office products
  • Excellent organizational, interpersonal, communication skills and ability to work in a team

Work & Life, Balanced – We’re Here for You:

  • Medical, Dental and Vision benefits
  • Health Savings Account with company match
  • FSA, Dependent Care FSA and Commuter pre-tax benefit
  • PTO allowance and holidays
  • 401(k) plan with company match
  • Employer paid Life Insurance
  • Flexible working arrangements – remote, hybrid or on-site
  • Paid Volunteer Hours
  • Baby Cash and Paid Parental Leave

Polly is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.

About Polly

Polly is the most trusted and complete digital insurance marketplace for automotive retailers and their valued customers. The company’s innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents to complete the process. With an exclusive combination of partnerships among premier automotive retailers and data providers, an industry-best insurance carrier network, and access to Polly Insurance licensed agents, Polly is recognized for its place at the forefront of Insurtech. Polly Insurance is a licensed insurance agency, with licenses to operate in the lower 48 states.

Salary $60,000-$65,000 plus commission

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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