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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:
Experience level:
Schedule:
Supplemental pay types:
Travel requirement:
Experience:
License/Certification:
Work Location: In person
Full Time
Investment Management
$100k-137k (estimate)
03/22/2024
08/24/2024
orionins.com
Corona, CA
<25
Investment Management
The job skills required for Property and Casualty Account Manager include CRM, Client Service, Life Insurance, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Property and Casualty Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Property and Casualty Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Property and Casualty Account Manager positions, which can be used as a reference in future career path planning. As a Property and Casualty Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Property and Casualty Account Manager. You can explore the career advancement for a Property and Casualty Account Manager below and select your interested title to get hiring information.