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Personal Lines Account Manager
3 weeks ago
Pave Talent is seeking a full-time Remote Personal Lines Account Manager for our client, a premier San Diego-based insurance agency specializing in Property & Casualty insurance. This role focuses on High Value Home Insurance, Commercial Real Estate, and Cyber Insurance. Although remote, a California P&C License is mandatory.
Responsibilities:
- Client Relations:Cultivate and maintain positive relationships, promptly addressing questions and concerns.
- Policy Management:Evaluate, recommend, and process policy changes based on client needs.
- Quoting & Sales:Gather information for accurate quotes and present coverage options, with upselling as appropriate.
- Claims Assistance:Serve as a liaison between clients and insurers, guiding clients through the claims process.
- Administrative Duties:Maintain organized records, handle billing inquiries, and facilitate payments.
- Continuous Learning:Attend training to stay updated with industry changes and regulations.
- Team Collaboration:Work with agents, representatives, and underwriters to ensure seamless service.
- Marketing & Retention:Engage in efforts to attract and retain clients, conducting regular portfolio reviews.
- Risk Management:Assess clients' risk exposure and advise on suitable insurance products or strategies.
Qualifications:
- Licensed by the Department of Insurance for P&C Lines in California
- Minimum of 1-year experience servicing Personal Lines accounts
- Experience supporting well-rounded accounts encompassing multiple lines of business (home, auto, umbrella, etc.)
- High School Diploma required, Bachelors Degree preferred
Salary & Benefits:
Base Salary:$55K to $70K
Annual Bonus Potential:Eligible for a 20% annual bonus, distributed as 5% each quarter if company goals are met
Retirement Benefits:401(K) with a company match
Profit Sharing:Profit sharing at year-end
Healthcare:Great health insurance
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