Property and Casualty Insurance Account Manager

3 weeks ago


Thousand Oaks, United States Get Benefits Insurance Services, Inc. Full time
Job DescriptionJob Description

We are looking to hire a detail-oriented, computer-savvy individual for a property and casualty insurance account manager position. The ideal candidate will need to be a quick learner, professional on the phone, and have a positive attitude.

In this role, you will interact directly with our customers to answer questions, solve problems, provide education, enroll, and renew policies and maintain our companys reputation for high-quality service. You will need to be open to grow and learn quickly.

A Property & Casualty insurance license is required for this position. On-the-job training for your role is also included.

You will have weekends and evenings off, benefits including health, dental, life, and vision insurance, a company-matching retirement plan, paid vacation, company parties, birthday happy hours, and more


We are a fun and friendly team at Get Benefits, and the environment in our office is fun, laid-back, and dedicated. We provide lunch on Wednesdays and take a break on Fridays for our team meeting, which includes company updates, jokes, a bagel and watching a sitcom. You might even find yourself in the middle of a Nerf battle


Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Retirement Plan


Responsibilities
  • Promptly respond to all customer questions
  • Process policy enrollment and renewals
  • Utilize company policies and procedures to document important information and record notes of all customer contact in company database
  • Suggest insurance solutions to meet the customers specific needs
  • Follow company procedures for helping with customer inquiries and policies
  • Follow communication guidelines and policies
  • Foster and maintain relationships with customers
  • Go the extra mile to assist coworkers

Requirements
  • Hold a California Department of Insurance Property and Casualty Insurance License.
  • Have Property and Casualty Insurance experience.
  • 3 or more year(s) of experience in customer service
  • High school diploma or equivalent
  • Excellent written and verbal communication skills
  • Detail oriented, well organized and ability to prioritize work
  • Positive and service-oriented attitude
  • Comfortable with Microsoft Windows and Microsoft Office Programs
  • Excellent phone disposition
  • Ability to work with minimal direction
  • Spanish speaking a plus but not a requirement


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