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

Experience level:

• 5 years

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Travel requirement:

• No travel

Experience:

• Account Manager: 3 years (Required)

License/Certification:

• Property and Casualty Insurance License (Required)

Work Location: In person