Account Manager

4 weeks ago

NEWPORT BEACH, United States Alera Group Full time

 

Armstrong/Robitaille/Riegle, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team.

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

Armstrong/Robitaille/Riegle has a 40-year history in Orange County, CA and is part of the rapidly growing Alera Group.  The A/R/R office has a family atmosphere made up of self-motivated insurance professionals.  Our clients benefit from our superior customer service, coverage expertise, strong carrier relationships, in-house claims handling, and national resources through Alera Group.

 

As an Account Manager, your primary responsibility is to serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business and be the primary point of contact for clients.  The Account Manager will assist in preparing and negotiating renewal documents, rounding out existing coverage lines and soliciting new business, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.

 


  • Respond to client requests in a timely, effective and professional manner
  • Respond to account executive/producer requests in a timely, effective and professional manner
  • Request endorsements and policy changes to the insurance company
  • Follow up on invoicing discrepancies
  • Set up policy files according to procedure
  • Maintain computer files according to procedure
  • Have knowledge and capability of handling the administrative and technical functions of an assistant if that role should need to be met on the assigned clients
  • Collect new and renewal data on assigned accounts
  • Identify cross-selling opportunities on current clients
  • Keep informed of current marketing conditions and new markets
  • Review and analyze and market applications to carriers following agency procedures
  • Make market recommendations to account executive/producer
  • Negotiate with carriers to create the best combination of coverage and premium
  • Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure client/prospects understanding of coverage
  • Perform assigned projects at management’s request
  • Attend training and meetings held by the agency
  • Adhere to agency’s attendance policy
  • Attend and pass CIC courses with the goal of obtaining the CIC designation in a reasonable time frame

  • High school diploma
  • Minimum of two years prior experience as an assistant account manager or account manager in a retail insurance
  • Completion of CISR designation or INS insurance courses
  • Score 80% or more on agency’s account manager commercial lines test
  • Fire & Casualty license
  • Hybrid (remote and in-office)

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include ability to adjust focus.

 

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act before applying.

 

#pandoIQ

#LI-MM1

 

PandoLogic. Category:General, Location:NEWPORT BEACH, CA-92658

  • Account Managers

    2 weeks ago

    Newport Beach, California, United States Alera Group Full time

    Orion Risk Management is seeking a Commercial Lines Account Manager to join their Property Casualty team The Account Manager will assist one or more Account Executives in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to other departments as needed, maintaining client...

  • Account Manager

    7 days ago

    Newport Beach, United States SmartFinancial Full time

    **Account Manager at SmartFinancial**: Join a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights! Smart Financial has been voted as one of the **Best Places to Work four years in a row**, and we are one of the fastest-growing tech companies globally. We connect top insurance companies with millions of...

  • Account Manager

    1 day ago

    Newport Beach, United States The Ladders Full time

    Account Manager at SmartFinancial Join a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights! Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance companies with millions of insurance...

  • Account Manager

    2 weeks ago

    Newport Beach, California, United States Alera Group Full time

    Orion Risk Management is seeking a Commercial Lines Account Manager to join their PropertyCasualty teamAre you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual...

  • Account Manager

    7 days ago

    Newport Beach, United States SmartFinancial Full time

    Job DescriptionJob DescriptionAccount Manager at SmartFinancialJoin a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights!Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance...

  • Account Manager

    4 days ago

    Newport Beach, United States SmartFinancial Full time

    Job DescriptionJob DescriptionAccount Manager at SmartFinancialJoin a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights!Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance...

  • Account Manager

    2 weeks ago

    Newport Beach, United States Alera Group, Inc. Full time

    Overview: Armstrong/Robitaille/Riegle, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build...

  • Account Manager

    3 days ago

    Newport Beach, United States Alera Group, Inc. Full time

    Armstrong/Robitaille/Riegle, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other...

  • Account Manager

    3 weeks ago

    Newport Beach, United States Church and Casualty Insurance Agency Full time

    **Job Title**:Account Manager **Job Summary**: To provide personal and professional customer service. To maintain relationships and increase active hands-on approach to assist Account Executives and Producers to manage and grow their client base including cross-selling and seeking referrals. **Education**: High School Diploma (or GED or High School...

  • Account Manager

    4 weeks ago

    NEWPORT BEACH, United States Alera Group Full time

     Armstrong/Robitaille/Riegle, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each...

  • Account Manager

    2 weeks ago

    Newport Beach, California, United States Alera Group Full time

    The Brokerage, an Alera Group Company,is currently seeking a bright, motivated individual to join our team full-time as aCommercialInsurance Account Managerwith opportunity for advancement on our Property & Casualty teamAre you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where...

  • Account Manager

    3 weeks ago

    Newport Beach, United States SmartFinancial.com Full time

    Welcome to Smart Financial! We have been voted as one of the Best Places to Work 4 years in a row, and we are one of the fastest-growing tech companies in the world! We connect top insurance companies with the millions of insurance shoppers who use our platform. This is an opportunity for ambitious Account Managers to build a solid book of business and...

  • Accounting Manager

    3 weeks ago

    Newport Beach, United States Manna Kadar Beauty Full time

    Job Description Job Description We looking for an accounting manager who has experience with SAP Business One. Location: Irvine, CA - in office Do you thrive on challenges, process improvements, and increasing efficiency? Do you want to be a key player in seeing your company grow and succeed? Do you have experience working for a small business? If you...

  • Account Manager

    2 weeks ago

    Newport Beach, United States SmartFinancial Full time

    Job DescriptionJob DescriptionJoin a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights!About Us:Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance companies with millions of...

  • Account Manager

    1 week ago

    Newport Beach, United States SmartFinancial Full time

    Job DescriptionJob DescriptionJoin a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights!About Us:Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance companies with millions of...

  • Accounting Manager

    1 month ago

    Newport Beach, United States Manna Kadar Beauty Full time

    Job DescriptionJob DescriptionWe looking for an accounting manager who has experience with SAP Business One.Location: Irvine, CA - in officeDo you thrive on challenges, process improvements, and increasing efficiency? Do you want to be a key player in seeing your company grow and succeed? Do you have experience working for a small business? If you answered...

  • Accounting Manager

    4 weeks ago

    Newport Beach, United States Manna Kadar Beauty Full time

    Job DescriptionJob DescriptionWe looking for an accounting manager who has experience with SAP Business One.Location: Irvine, CA - in officeDo you thrive on challenges, process improvements, and increasing efficiency? Do you want to be a key player in seeing your company grow and succeed? Do you have experience working for a small business? If you answered...

  • Accounting Manager

    4 weeks ago

    Newport Beach, United States Manna Kadar Beauty Full time

    Job DescriptionJob DescriptionWe looking for an accounting manager who has experience with SAP Business One.Location: Irvine, CA - in officeDo you thrive on challenges, process improvements, and increasing efficiency? Do you want to be a key player in seeing your company grow and succeed? Do you have experience working for a small business? If you answered...

  • Jr. Account Manager

    3 weeks ago

    Newport Beach, United States Alera Group, Inc. Full time

    Armstrong/ Robitaille/ Riegle, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join Account Manager, Manager, Account Executive, Producer, Accounting

  • Account Manager

    2 weeks ago

    Newport Beach, United States Passport Brand Design Full time

    **About Us: Passport Design, A VML Company** Passport Brand Design is a creative branding company south of Los Angeles offering creative leadership to companies of all sizes. For over 20 years, Passport Brand Design has worked across multiple categories, in multiple markets throughout Australia, Asia and North America. We've built a team with extensive...