Account Manager for Property & Casualty Insurance
Position Description:
The Account Manager provides excellent service in order to maximize client retention and works with the Producer to obtain new clients.
Position Benefits:
Excellent salary and performance bonuses
Comprehensive employee benefits including; major medical, dental, vision, life, long term disability and a 401k plan with employer matching contribution
Generous Paid Time Off (PTO) schedule
Positive and professional work environment
Excellent career advancement potential to an Account Executive position
Paid licensing and paid continuing education including; CISR, CIC, and CRM
Comprehensive initial orientation and ongoing training is provided
Primary Responsibilities:
Respond to client requests in a timely and effective manner
Respond to Producer requests in a timely and effective manner
Request endorsements and policy changes to the insurance company
Maintain Applied Epic and Shared drive computer files according to procedures
Work with the client to obtain new and renewal information
Work with the Producer to decide where to market new business and renewals
Create Acord applications in Applied Epic to market to insurance companies
Market Acord applications to select insurance companies
Communicate effectively with underwriters to market and service clients and prospects
Negotiate with underwriters to create the best combination of coverage and premium
Review quotes received for coverage completeness and accuracy
Create proposals for Producer to present to clients and prospects
Bind coverage with the appropriate insurance companies
Issue certificates and vehicle ID cards, with Account Manager Assistant’s help
Provide proactive daily client service
Prepare coverage summaries to present to clients and prospects
Participate in insurance company meetings
Qualifications:
California Fire and Casualty License
Experience working with Applied Epic
High school diploma
Obtain or maintain CIC or ARM credential
Professionalism
Excellent people skills
Several year’s experience as an Account Manager in a retail insurance agency
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
Experience:
- Account Manager: 3 years (Required)
License/Certification:
- Property and Casualty Insurance License (Required)
Work Location: In person
