Commercial Insurance Account Manager

4 weeks ago

Ventura, United States Rothstein Insurance Services, Inc Full time
Job DescriptionJob Description

As one of the fastest growing insurance brokerages in California, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected. Our growing team of professional leaders recognized for their excellence throughout the insurance community.

We currently have an opportunity for an Insurance Agent/Account Manager to join team in our Ventura, Ca office. The selected employee will provide quality service to assigned small commercial insurance accounts.

Specific Responsibilities

  • Primarily responsible for handling and servicing assigned commercial lines accounts, personal lines accounts and developing and perpetuating our loyal customer base in addition to cross selling.
  • Assists customers and makes suggestions for appropriate coverage.
  • Develops new business from existing accounts and assigned leads and contributes to meeting division growth goals.
  • Maintains an account expiration list and initiates the renewal process.
  • Responsible for marketing and placing insurance on assigned accounts.
  • Maintains and updates a transactional filing system for accounts.
  • Handles marketing, binding and collection of premium for those accounts written in the Excess Surplus Lines area.
  • Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
  • Keeps informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
  • Qualifications
  • 2+ Experience with small commercial insurance accounts including online quoting, and surplus lines accounts requiring preparation of Acord forms and supplemental applications.
  • Thorough knowledge of commercial lines coverages and markets.
  • Property and Casualty Producer’s license.
  • Experience Microsoft Office products.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department Account Management & Service

Required: Property & Casualty License in good standing.

Required Experience: 2-5 years of relevant experience

  • High school or equivalent (Required)

Experience:

  • Account management: 2 year (Required)

License/Certification:

  • Property & Casualty License (Required)
Company DescriptionLocal independent insurance agency focused on commercial insurance including General Liability, Workers Compensation, Commercial Auto, Business Owners Policies, etc.Company DescriptionLocal independent insurance agency focused on commercial insurance including General Liability, Workers Compensation, Commercial Auto, Business Owners Policies, etc.

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