What are the responsibilities and job description for the Property & Casualty Insurance - Client Manager position at Spectrum Insurance?
Property & Casualty Insurance - Client Manager Location: San Diego, CA Job Description: We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.Responsibilities:Manage a portfolio of commercial insurance clientsRespond to customer inquiries and resolve issues in a timely and professional mannerAct as the main, day-to-day contact for clients.Prepare Applications and other documents required for a submission.Perform Contract reviews for insurance requirements compliance.Prepare Certificates of Insurance, Invoices, and Finance Agreements.Process Endorsements, Audits.Review and process client policy renewals and endorsementsMaintain and update client information in our databaseMonitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).Check binders, policies, endorsements, and audits for accuracy.Prepare summaries and/or schedules of coverage for clients.Work closely with underwriters and carriers to provide clients with the best coverage optionsBuild and maintain strong relationships with clients through regular communication and follow-upQualifications:Minimum of 3 years of experience in client service in the insurance industryP&C Insurance experience: 3 years (Required)Client Management: 3 years (Required)Strong communication and interpersonal skillsAbility to multitask and prioritize effectivelyProficient in Microsoft Office and insurance industry softwareProficient with Web-based CRMs and RatersCollege degree preferredBilingual in Spanish is a strong plusWe offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today!Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.
Salary : $45,000 - $65,000