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Job Description

Job Summary: This is a very fast-paced environment. As a Property and Casualty Account Manager, you will be responsible for managing and expanding our client base by delivering exceptional service and expert advice on insurance coverage. You will act as a primary contact for clients, addressing their needs, resolving issues, and ensuring their insurance policies align with their requirements. Your role will involve managing policy renewals, claims processing, and providing tailored insurance solutions to mitigate risks.

Key Responsibilities:

1. Client Management:
   • Serve as the primary point of contact for assigned accounts, building and maintaining strong client relationships.
   • Conduct regular client meetings to review coverage needs, policy changes, and address any concerns.
   • Provide expert advice on property and casualty insurance products, coverage options, and risk management.
2. Policy Administration:
   • Manage the lifecycle of client insurance policies from inception to renewal, ensuring accuracy and compliance with regulations.
   • Prepare and present insurance proposals, quotes, and endorsements to clients.
   • Process policy changes, cancellations, and endorsements as required.
3. Administrative Duties:
   • Maintain accurate and up-to-date client records, policy details, and correspondence in the agency management system.
   • Prepare reports and documentation as needed for internal and external stakeholders.
   • Stay informed about industry trends, regulatory changes, and emerging risks to provide current and relevant advice.
4. Customer Service Excellence:
   • Deliver exceptional customer service by addressing client inquiries, resolving issues promptly, and exceeding client expectations.
   • Provide clients with clear explanations of their policy terms, coverages, and any changes.

Qualifications:

• Education: Bachelor’s degree or experience in insurance field preferred
• Experience: Experience in the insurance industry, and a similiar role is a plus
• Licensing: Active Property and Casualty Insurance license is nice to have. Additional certifications (e.g., CPCU, CIC) are a plus.
• Skills:
  • Strong understanding of property and casualty insurance products and coverage options.
  • Excellent communication and interpersonal skills.
  • Proven ability to manage multiple accounts and priorities effectively.
  • Proficient in using insurance agency management software and MS Office Suite.
  • High attention to detail and strong problem-solving skills.

Work Environment:

• Occasional travel may be required for client meetings or industry events.
• Office based

Compensation:

• Competitive salary based on experience.
• Retirement Plan, and Paid Time Off
• Opportunities for professional development and career growth.

Job Description

Western Agency is seeking motivated and self-starting individuals who excel in an independent environment. This position affords a chance to develop a long-range career, while learning and expanding industry and workplace skills via a team approach.

Key responsibilities include:

- Service existing accounts with bills, changes, claims, inquiries, etc.

- Assist agents with marketing of personal, commercial, and farm/ranch accounts

- Management and input of data in agency management system

- Displaying excellent customer service skills

Our team is made up of great team members who enjoy onsite training, company paid licensing, competitive salaries, a comprehensive benefit package, bonus incentives and profit-sharing opportunities.

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• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Prepare accurate and timely quotes for new and renewal business.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Highly preferred Agency Management System Experience: AMS360
• At least 1 year of relevant insurance industry experience required. 3+ years preferred.
• Above average computer skills with the capacity to master essential software programs.
• Previous independent agency experience is required.

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60K-$70K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Job DescriptionAbout Us:Acrisure's West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and extraordinary advantages at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Northwest Platform to where it is today, with a culture built on organic partnership.Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.Job Summary:Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account managers know and apply the principles of insurance to everyday situations and performs routine responsibilities and can develop coverage strategies and plans. Responsibilities:Perform daily service on assigned task by Producers and/or Account Executives with the agency's written procedures including, but not limited to:Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.Respond to client inquiries, incoming mail, and company request needs on a timely basis.Insurance marketing and sales.Collect renewal data on assigned accounts.Claims support.Develops coverage strategies and plans as necessary.Review new/renewal policies and endorsements to insure items were received as ordered.Maintain accuracy of client data in agency management system (Applied Systems / EPIC)Document all activities in agency management system (Applied Systems / EPIC)Understand and utilize upload, download and interface technology.Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.Maintain knowledge of current underwriting requirements of contracted insurance carriersMaintain knowledge of policy provisions and any changes in these provisionsComplete other functions and assignments as assigned including back-up duties.This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.Requirements:Active Property & Casualty License Required.Strong organizational skills- ability to discern priority and initiative.Computer skills, specifically Microsoft Word, Outlook and ExcelExcellent verbal and written communication skills as well as strong interpersonal skillsMathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.Applied Systems / EPIC experience a plus.Knows and applies principles of insurance to everyday situations.Education/Experience:High School diploma required, Associate Degree or higher preferred.Minimum of 2 years of experience in commercial lines.CPCU or special training course completion a plus.Benefits & Perks:Competitive CompensationIndustry Leading HealthcareSavings and InvestmentsCharitable Giving ProgramsOpportunities for GrowthParental LeaveGenerous time awayThe base salary range for this position is $55,000 - $0,000 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.Pay Details:Annual Salary: 50,000 - 75,000Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

Summary: We are a family owned Insurance Agency in Granda Hills, CA. We are looking for an individual to manage an existing commercial surplus lines book of business, as well as produce new business. The ideal candidate is efficient, pro-active, detail oriented, able to multitask and work effectively with little supervision.Responsibilities include:Total account responsibility.Responding to client requests / inquiries in short time frame.Proactive approach to rounding out accounts and offering additional lines of business.Active participation in client presentations for new and renewal business.Development of new business and renewal strategies - including preparing submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.Thorough knowledge of forms, policy terms, conditions and coverage issues.Awareness and in-depth knowledge of current marketplace for account placement including coverage enhancements and optional coverages.Strong customer service and team skills; must interact effectively with clients and co-workers and managementManage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.Qualifications of the ideal candidate:P&C Insurance license requiredMinimum of 3 years of related work experienceExcellent verbal and written communication skillsExcellent customer service skills, including phone and listeningExcellent time managementDetail orientedWell organized and efficientFlexible to changing prioritiesBenefits:Competitive guaranteed hourly wageThis position offers competitive compensation (based on experience)MedicalPaid vacation, holiday and sick days401(k)Profit SharingPaid product training Continuing education Career advancement opportunities And much, much more! Full-Time role!

Full Job DescriptionDescription of Position: We are looking for someone with 3-5 years experience in commercial insurance at an independent insurance agency. This position would handle servicing and renewing of a book of approx 140 clients and ~$550,000 in revenue. The book of business is mixed between LRO, manufacturing, construction, hospitality & entertainment. This role has one individually assigned assistant.This is a fast-paced desk position that will entail multitasking. Our agency is located in Southern California. Although it is not preferred, we are open to a 100% remote employee residing in any state but working Pacific Time (PST).SKILLS Required:- Commercial insurance coverage knowledge- Hold a P&C insurance license in California- Good time management skills- Good communication skills- Comfort with technology- Experience with online rating of insurance policies (preferably with national carrier such as Travelers, Liberty Mutual, Hartford, Hanover, CNA, Chubb, etc.)Core Values Required:We are looking for someone who fits the core values and culture of our organization. We need team players who like challenging the status quo and are open to change and input to improve processes and procedures. Our core values are:1) GIVE GUIDANCE: we want to educate our customers and go beyond in providing guidance, not just answering the question they ask.2) SOLVE PROBLEMS: we encourage "outside the box" thinking and individuals who strive to solve problem and are open to pointing out problems while simultaneously offering solutions.3) BE PROACTIVE: Our approach to all aspects of our operations is to be proactive vs. reactive.4) BE HONEST: honesty is key to building trust among our team and our customer. We want to do what's best for our customers even when it's not the best option for us - if your morale compass doesn't innately relate to this philosophy please do not apply.5) KEEP PROMISES: Underpromise and overdeliver. We value people who do what they say they will do, when they say they will do it.6) VALUE TEAMWORK: We find it very valuable that everyone works together as a team.Benefit Conditions:Waiting period may applyOnly full-time employees eligiblePaid Training:YesJob Types: Contract, PermanentPay: $5,000.00 - 75,000.00 per yearBenefits:401(k)Flexible scheduleHealth insurancePaid time offSupplemental Pay:Bonus opportunitiesCommission payApplication Question(s):Do you have at least 3 years of experience working at an independent insurance agency in their commercial insurance department?License/Certification:Property & Casualty Insurance License (Required)Work Location: Hybrid remote in Arcadia, CA 91007#LI-AP1

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Job Description

Job Summary

We are looking for a talented and motivated Commercial Insurance Account Manager to join our team. The Commercial Insurance Account Manager will be responsible for managing and maintaining client accounts, ensuring excellent service, and developing new business opportunities. This position requires strong interpersonal and communication skills, as well as a deep understanding of commercial insurance products and regulations.

Responsibilities

• Build and maintain strong, long-lasting client relationships
• Serve as the main point of contact for clients regarding their insurance needs
• Evaluate clients' insurance requirements and provide appropriate solutions
• Collaborate with underwriters and insurance carriers to negotiate terms and coverage
• Prepare and present insurance proposals to clients
• Stay updated on industry trends, regulations, and best practices
• Identify opportunities for account growth and new business development
• Resolve client inquiries and issues in a timely and professional manner
• Keep accurate records of client interactions and transactions
  
  

• 5+ years of relevant insurance industry experience preferred
• Previous independent agency experience is required
• In-depth knowledge of commercial insurance products and services
• Strong understanding of insurance regulations and compliance requirements
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Proficiency in MS Office and insurance management software
• Strong organizational and time management skills
• Holds an active P&C (Property and Casualty) insurance license required
  
  

• Compensation: Between $80K-$20K (based on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales, Business Development, and Finance
• Industries Banking, Financial Services, and Insurance

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Encinitas, CA 68,640.00- 110,000.00 2 weeks ago

San Diego Metropolitan Area 47 minutes ago

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Commercial Insurance Account ManagerJob SummaryIf you are looking to advance your career with an agency that values your expertise and dedication to exceptional client service, look no further! A growing agency is seeking a Commercial Insurance Account Manager that will drive account retention and growth while delivering exceptional service. Key responsibilities include managing client accounts, assessing risks, and providing top-tier insurance solutions.ResponsibilitiesResponsible for servicing a book of business, ensuring client satisfaction and retention.Handle incoming service requests from clients and promptly address their inquiries or concerns.Manage the quoting process for new and renewal business.Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.Create professional and accurate insurance proposals for presentation to clients.Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.Review endorsements to verify accuracy and compliance with clients' insurance requirements.Coordinate and order loss runs as needed for client accounts.Assist clients during premium audits and handle disputes if necessary.Prepare and issue certificates of insurance as required by clients.Perform thorough contract reviews to identify insurance requirements and ensure compliance.Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.Verify the accuracy of newly issued policies before delivering them to clients.Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.Prioritize and manage your workload efficiently.Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients. Qualifications/RequirementsDemonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.An active Property and Casualty (P&C) Insurance License is required.Professional insurance designations are a plus.Required Agency Management System Experience: EPIC7+ years of relevant insurance industry experience preferred.Holds at least one professional designation or has comparable job experience.Above average computer skills with the capacity to master essential software programs.Compensation PackageCompensation: Between $80K-$100K (based on experience).Competitive benefits package, paid time off, professional development opportunities, etc.Hybrid work schedule available.Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.#LI-UJ1