Personal Lines Account Manager

Location: Irvine (Hybrid role)

Pay: $60k-70k

Overview:

Join our team as a Hybrid Account Manager, where you'll collaborate directly with our Account Executive to provide exceptional service and marketing for all lines of Company Commercial Accounts. Operating with minimal supervision, you'll serve as the inside Company Client contact, ensuring client satisfaction and fostering strong relationships.

Responsibilities:

• Must maintain Property & Casualty license and fulfill continuing education requirements for license renewal.
• Review and analyze Company Commercial Accounts, making recommendations to clients regarding coverages, limits, and costs on an annual basis.
• Process all transactions for assigned Company Clients, including gathering information, processing new and renewal policies, and adhering to workflow and E & O procedures.
• Prepare proposals, presentations, and assist in meetings for Company Clients as needed.
• Negotiate with insurance carriers to ensure favorable terms for clients, prioritizing client needs over commissions.
• Develop and maintain professional relationships with clients, insurance carriers, and wholesale brokers.
• Collaborate with agency staff to ensure the success of the Company.
• Provide high-quality service and demonstrate technical skills to all Company Clients.
• Resolve premium collections, accounting issues, and marketing and policy form negotiations/reviews.
• Assist with loss control, claim issues, and other duties as directed by Account Executive and Administration Staff.
• Plus: Experience in EPIC software

Perks and benefits:

• Medical, Dental, Vision, 401k.
• Annual company outings.
• Annual holiday party.
• Lunch provided and catered every Monday.
• Hybrid position, laptop and work from home equipment provided.
• Beautiful office located in the heart of Irvine.

Join us and be part of a dynamic team dedicated to delivering outstanding service and support to our clients. Apply now and take your career to the next level!

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.