Personal Lines Insurance Account Manager

2 weeks ago

Rancho Cucamonga, United States TPG - The Platinum Group Full time

TPG is one of the fastest growing agencies in the state and we are looking for top performers with strong goals of growth for our new office in Rancho Cucamonga, CA. We believe in STRONG CUSTOMER SERVICE.


he Personal Lines Insurance is responsible for working with the marketing and sales team to process renewal business and/or quoting new business in addition to assisting with day-to-day client needs. The position requires day-to-day client servicing and entails a great deal of verbal, electronic, and other written communications. The Personal Lines Account Manager will manage the renewal and marketing process and prepare materials for presentations and communications, in addition to this the current customer base will be working on the day-to-day requests of the Insured. You will work with the client after the presentation to obtain signed forms and down payments. The complete package is your responsibility from binding, updating CMS (Hawksoft), and providing proof of coverage to the Insured. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently secure the renewal.


Job Responsibilities:

  • Maintain account life cycle consistent with industry standards.
  • Manage client documentation as necessary (to include but not limited to):
  • Invoicing
  • Policies, Riders
  • Certificates of Insurance
  • Contribute to Client Retention through excellent service and follow-through.
  • Contribute to the overall book revenue through account rounding and referral activities.
  • Build and maintain market relationships.
  • Prepare written correspondence, reports, and analysis as needed and document all correspondence by attaching it to the agency management system (HAWKSOFT)
  • Worked with and assisted the accounting department on clients' aged receivables and account reconciliation.


Required Experience and Licenses:

  • CA P&C Broker License
  • Have OR be willing to obtain a Health License to assist the team as needed.
  • 1-3 years’ insurance industry experience (Preferred)
  • Experience with HAWKSOFT (Preferred)
  • Excellent verbal and written communication skills
  • Proficiency in MS Office tools (Word, Outlook, Excel, and PowerPoint)
  • Ability to multitask and work in a fast-paced environment.
  • Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future


Compensation:

  • A competitive total benefits package with a growing organization
  • Salary commensurate with experience


Benefit Conditions:

  • A waiting period may apply
  • Only full-time employees are eligible
  • Job Type: Full-time - Monday to Friday (8a – 5p)


Pay:

$20 - $30 per hour


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental Insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work setting:

  • This is an In-person position only


Work Location: In person / No Hybrid Opportunity at this time

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