Account Manager
August 31
🏡 Remote – Anywhere in California
Description
•Support multi-tier serviced accounts •Independently manage client relationships and accounts up to $1MM •Act as first client point of contact •Develop and implement competitive insurance programs •Manage the onboarding process of new clients •Manage marketing processes •Communicate with producers, clients, and underwriters •Perform thorough contract reviews •Compile and organize client information •Manage and maintain documents in agency systems •Provide training to Account Coordinators •Perform other duties and special projects as assigned
Requirements
•Minimum of 5 to 7 years of brokerage experience •Property and Casualty insurance experience required •Excellent communication skills: written, public speaking and presentation preparation •Excellent telephone etiquette and customer service skills •Advanced knowledge of Microsoft Office •Ability to be resourceful, take initiative, solve problems •Ability to train, delegate, provide oversight and give feedback •Excellent time management skills •Ability to learn and adopt use of technology systems
Benefits
•Professional development funding and time •Culture of wellness and work-life balance •Hybrid/remote work options
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