Oakview Insurance Services, Inc. is currently accepting applications for a full-time commercial lines account manager. We are a fast-growing agency in Yuba City, CA that prides itself on providing an outstanding customer experience. We are also active in our community and look for ways to pay forward our success.

Mission of the Commercial Lines Account Manager:

To serve the customer base so extraordinarily that clients tell their friends and family about our agency. You will be servicing the current commercial book of business and quoting new business opportunities .You will build rapport and provide excellent communication with clients, team-mates and carrier partners. This position is ideally in-office or partially remote but a fully remote option is available for the right person.

Principal Responsibilities:

• Assist in keeping our excellent service by promptly responding to client inquiries and addressing their insurance needs.
• Provide superior service to in-bound prospects by promptly responding to their requests for quotes.
• Quoting and issuing new and renewal business.
• Thoroughly understand and follow all underwriting & rating plans.
• Log all transactions in our agency management system.
• Review client files prior to renewal, to assess coverage and recommend changes when necessary. Re-market the policy if needed.
• Help current clients find opportunities to better protect their assets
• Maintain knowledge of all products sold through designations, CE and carrier training.
• Keep management informed of account status and any potential issues with an account
• Participate in agency events and community service a few times a year

Who You Need To Be:

• Friendly and positive, with a genuine desire to help clients.
• You are ready to be a team player and know you may need to help in areas other than your assigned position.
• You can analyze a situation, identify issues and solve them with minimum input from others.
• Able to meet deadlines without supervision.
• Strong attention to detail and organization skills.
• Strong verbal and written communication skills, including proper spelling and grammar.
• Technology should be your friend! We operate a paperless office and look for ways to offer employees and clients tech-friendly solutions.
• Have a desire to help those in their community through volunteer work.

Compensation:

Salary depends on experience. Compensation includes commission, individual and team bonuses. We also provide PTO, paid holidays and a 401(K) match of pay. All training and designations are paid by the agency. We offering $1,000 signing bonus.

Experience Requirements:

We are requesting that you currently hold a property and casualty license. Commercial insurance experience is preferred, especially in commercial property, agriculture, and contractors.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Commission pay

Education:

• High school or equivalent (Preferred)

Experience:

• Insurance: 1 year (Required)

Work Location: In person