Sr. Account Manager/CSR (Commercial Lines Insurance)
Legacy Risk & Insurance Services, LLC - Walnut Creek, CA

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Legacy Risk & Insurance Services, LLC, located in Walnut Creek, CA, is an independently owned insurance brokerage company offering risk management and commercial property/casualty insurance services to middle market commercial clients in the western U.S. We specialize in insurance programs for the real estate development, hospitality, construction, retail/wholesale and manufacturing industries.

We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth.

At Legacy Risk, our business continues to grow and we are seeking an experienced P&C Sr. Account Manager to join our brokerage team.

Our highly skilled insurance specialists build strong professional relationships with Legacy clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.

This position requires a Bachelor’s degree, professional certification or equivalent training and education. The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of seven to ten years insurance agency experience in an account management role. A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, claims procedures and have an excellent rapport with both the underwriters and insureds is essential. Exceptional written and verbal communication skills are required.

Applied agency system experience is highly desirable. Must be proficient in Microsoft Office including, Word, Excel and Outlook. Proven ability to meet deadlines and possess strong analytical and organizational skills. A California insurance license is essential. Professional designations such as CIC, CISR, CPCU, ARM or CRM preferred.