Job Listings
Commercial Lines Account Manager, Irvine, CA $75-90k
Insurance brokerage in Irvine is looking for an experienced Commercial Lines Account Manager to join their growing team.
Must have 5+ years of Commercial Lines experience.
Knowledge of Garage Liability and Workers Comp background, a plus.
Hours may range from 8:00 to 5:00 p.m. or 9:00 to 6:00 p.m. Option for ½ hour lunch instead of 1 hour for earlier departure or arrival time is offered. ****EXCELLENT BENEFIT PLAN****
Job Description
- Acting as a liaison between the client and departments to ensure that all of their needs are understood and addressed
- Analyze contracts for certificates of insurance, issue certificates and binders
- Building strong client relationships to maintain old business and acquire new customers
- Maintains files with proper records according to company procedures.
- Maintains good internal file audit results.
- Keeping up on trends, changes, and competitor actions that might affect their client, understanding markets and creating proper relationships with both client’s and carriers
- Attend client meetings as needed
- Providing progress reports to clients and upper management as needed and at the direction of producer
Job Requirements
- Property & Casualty license 5+ years
- Property & Casualty/Commercial Lines experience in an independent agency
- Experience with brokerage’s markets: Risk Theory/ Risk Point, Hudson, Victor O’Schinnerer Markets, Travelers, Liberty Mutual, etc.
- Exceptional customer service and interpersonal skills
- Ability to multitask
- Attention to detail
- Communicate well both verbally and in writing
- Team player
Commercial Lines Account Executive, Orange County $75-100K
Job Description
Independent, retail Insurance agency in Orange County is looking for a Commercial Lines Account Executive to provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner.
Agency offers team atmosphere, supportive management and career path. This position requires in-depth knowledge of insurance markets, products, and underwriting.
Responsibilities:
- Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines.
- Manage a group of existing accounts and assist with reviewing and processing renewals and new accounts.
- Work with customers and insurance company to arrange premium payments, answer questions, and explain changes.
- Analyzing complex client policy profiles to identify for account-rounding or coverage enhancement opportunities; analyzing carrier quotes and coverages to determine the best options for the client.
- Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client where applicable and invoicing
- Ensure transactions are accurately entered in the agency management system to generate billing documentation.
- Presenting products to new and existing customers by collaborating in renewal strategies and preparing proposals.
- Prepare rate quotes, assemble coverage summaries and proposals, and monitor the status of claims reports.
- Ordering, issuing, and verifying insurance forms and items (including policies, endorsements, certificates, and binders).
- Tracking invoices for accuracy; preparing insurance summaries.
- Reviewing accuracy and corrections of policies Staying up-to-date on all aspects of insurance policies.
- Must be highly organized, attentive to detail, and able to remain calm in high-stress environments.
- Strong communication skills and a sense of professionalism are also important.
Qualifications:
- California License (Property & Casualty) REQUIRED
- 5+ years of experience in the Commercial Insurance field
- Insurance professional designations such as CISR, ACSR, CIC, CRM is a plus
- Organization skills and the ability to multitask
- Excellent written and verbal communication skills
- Proficient in Microsoft Office
- Outgoing personality
- Team Player
- High Integrity
- Detail Oriented
About Us
Search & Recruitment
We partner with clients to help them grow their business through top talent, utilizing direct-hire and contract-to-hire solutions.
Proven Track Record
Our expertise allows us to quickly recognize client/candidate matches. If you are looking for a job in the insurance industry,
we can help.
All of our open positions are direct placements and are full time, permanent. Most come with benefits.
Positions placed, include:
- Account Executives
- Producers
- Management
- Account Managers/Customer Service Representatives
- Accounting/Bookkeeping
- Underwriters
- Claims
- Administrative Personnel
About Us
Over 20 years experience staffing insurance agency personnel specializing in the California market.
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