Account Manager

3 weeks ago

Newport Beach, United States Alera Group Full time

Orion Risk Management is seeking a Commercial Lines 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

 

This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. 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 databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.


  • Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality products and services to manage client expectations and meet unique client needs.
  • Set up and maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications according to the procedure.
  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to the procedure.
  • Carry out any other duties/responsibilities/projects as determined by company leaders.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.
  • Respond to clients and account executive/producer requests in a timely, effective and professional manner.
  • Request endorsements and policy changes from the insurance company.
  • Follow up on invoicing discrepancies.
  • Handle 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 with current clients.
  • Stay informed of current marketing conditions and new markets.
  • Review, analyze and market applications to carriers following agency.
  • 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 ensure client/prospects' understanding of coverage.
  • Attend training and meetings held by the agency.
  • Adhere to the agency’s attendance policy.
  • Attend and pass CIC courses to obtain the CIC designation in a reasonable time frame.

  • High School Diploma.
  • Minimum of 2 Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency.
  • Property & Casualty license.
  • CISR or CIC designations, preferred.
  • Exceptional verbal, written, and communication/people skills.
  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
  • Proficient in MS Office Suite.
  • Can work independently and see initiatives or issues through to completion.
  • Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

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.

 

Benefits:  We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

Salary range: Starting at $30/hr+

 

 

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

 

 

#LI-MM1

#LI-Hybrid

PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:Newport Beach, CA-92658

  • Property Accounting Manager

    3 weeks ago

    Newport Beach, California, United States CapRock Partners Management Inc Full time

    Job OverviewCapRock Partners Management Inc is seeking a skilled Property Accountant to join their team in Newport Beach, CA.This role offers a competitive salary of $120,000 - $150,000 per year, depending on experience.About the JobWe are looking for a highly motivated and detail-oriented individual with 5+ years of experience in real estate accounting. As...

  • Key Account Manager

    4 weeks ago

    Newport Beach, United States Michael Page Full time

    As a Key Account Manager, you will be responsible for managing and nurturing relationships with our key retail partners. Your goal is to ensure the strategic growth of our brand, maximize sales opportunities, and exceed customer expectations. You will serve as the primary point of contact for your assigned accounts, leveraging market insights & product...

  • Senior Account Manager

    1 month ago

    newport beach, United States Metro One Security Management Full time

    Job Overview:We are seeking a highly skilled and dynamic Senior Account Manager to manage security operations for a high-profile client. The ideal candidate will take full responsibility for overseeing the client's Security Program including their Global Security Operations Center (GSOC), ensuring all security protocols are strictly adhered to while managing...

  • Senior Account Manager

    1 month ago

    Newport Beach, United States Metro One Security Management Full time

    Job Overview:We are seeking a highly skilled and dynamic Senior Account Manager to manage security operations for a high-profile client. The ideal candidate will take full responsibility for overseeing the client's Security Program including their Global Security Operations Center (GSOC), ensuring all security protocols are strictly adhered to while managing...

  • Senior Account Manager

    1 month ago

    newport beach, United States Metro One Security Management Full time

    Job Overview:We are seeking a highly skilled and dynamic Senior Account Manager to manage security operations for a high-profile client. The ideal candidate will take full responsibility for overseeing the client's Security Program including their Global Security Operations Center (GSOC), ensuring all security protocols are strictly adhered to while managing...

  • Account Growth Manager

    3 weeks ago

    Newport Beach, California, United States SmartFinancial , Inc. Full time

    At SmartFinancial, Inc., we're driving growth and success for insurance agencies through our industry-leading technology. Our mission is clear: to empower insurance agents with cutting-edge solutions that enhance their businesses.Salary: $80,000-$150,000 annuallyJob Description:Arrange appointments with District Managers, Territory Leaders, and carrier...

  • AR Accounting Manager

    1 month ago

    Newport Beach, United States Vaco Remote Work Freelance Full time

    Accounts Receivable ManagerPosition Overview:We are seeking a dynamic and results-oriented Accounts Receivable Manager to lead our high-volume financial shared services team. This role requires strategic vision, strong leadership, and a customer-focused approach to ensure accurate and timely billings, mitigate credit risks, and maintain aged receivables at...

  • Insurance Account Manager

    4 weeks ago

    Newport Beach, California, United States alliant_commercial_realty_services Full time

    {"h1":"Account Manager Employee Benefits Position","p":"We are seeking an experienced Account Manager to join our team at Alliant Insurance Services. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring the retention of our mid-market book of business.","ul":"Foster and manage overall relationships with...

  • Account Manager

    3 days ago

    Newport Beach, United States Alera Group Full time

    Job DescriptionOrion Risk Management is seeking a Commercial Lines 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

    6 days ago

    Newport Beach, United States Alera Group Full time

    Orion Risk Management is seeking a Commercial Lines 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...

  • Commercial Lines Account Manager

    2 weeks ago

    Newport Beach, United States Jobot Full time

    Job DescriptionJob DescriptionLooking for a dynamite Commercial Lines Account ManagerThis Jobot Job is hosted by: Dana StarkAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $85,000 - $90,000 per yearA bit about us:We have been in business serving our clients for over 40 years.Why join us?This is a remote...

  • Marketing Account Manager

    1 month ago

    Newport Beach, United States Brandtailers Full time

    As an Account Manager, you will be the direct connection between Brandtailers and our restaurant clients.  Requirements: BA in Advertising, Marketing or related preferred Minimum 3 years Marketing/Advertising Agency experience Proficiency in Google Suite; Microsoft Office Basecamp is a plus!  Account Services (day-to-day): Leads internal and client...

  • Marketing Account Manager

    7 days ago

    Newport Beach, United States Brandtailers Full time

    As an Account Manager, you will be the direct connection between Brandtailers and our restaurant clients. Requirements:BA in Advertising, Marketing, or related preferred.Minimum 3-5 years of Marketing/Advertising Agency experience.Proficiency in Google Suite; and Microsoft Office.Basecamp is a plus!Account Services (day-to-day):Leads internal and client...

  • Account Manager

    3 months ago

    Newport Beach, 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 a Commercial Insurance Account Manager with opportunity for advancement on our 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...

  • Insurance Account Manager

    6 days ago

    Newport Beach, California, United States Alera Group Full time

    Award-winning commercial insurance agency Alera Group is seeking a seasoned Insurance Account Manager to spearhead business development for our Property & Casualty team.We believe in empowering our employees to excel and deliver exceptional results. Our company values honesty, integrity, and consideration, guiding our processes and decision-making. If you're...

  • Insurance Account Manager Professional

    3 weeks ago

    Newport Beach, California, United States Alera Group Full time

    A career-defining opportunity has arisen for an experienced Insurance Account Manager to join our Property & Casualty team. As a key member of our remote-based organization, you will play a pivotal role in delivering exceptional client service and driving business growth.As an Assistant Commercial Lines Account Manager, your primary responsibility will be to...

  • Assistant Account Manager

    1 month ago

    Newport Beach, United States Alera Group Full time

    Orion Risk Management is seeking an Assistant Commercial Lines Account Manager for a remote position with 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,...

  • Sales Account Manager

    2 months ago

    Newport Beach, United States Jobot Full time

    Job DescriptionJob DescriptionGlobal OEM seeking Sales Account Manager with Engineering experienceThis Jobot Job is hosted by: Ryan PurdyAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $100,000 - $200,000 per yearA bit about us:Manufacturer of EV Charging Stations.Why join us?Rich historyGreat benefitsGreat...

  • Insurance Account Manager

    3 weeks ago

    Newport Beach, United States Alera Group Full time

    We are seeking a bright and motivated Commercial Insurance Account Manager to join our Property & Casualty team at The Brokerage, an Alera Group Company. As a key member of our team, you will have exciting opportunities to learn, grow, and make a positive impact.Company OverviewThe Brokerage was founded on the principles of being a 'Determined Advocate' for...

  • Strategic Account Manager

    3 weeks ago

    Newport Beach, United States Bank of America Full time

    As a Strategic Account Manager at the Bank of America, you will have the opportunity to work with a diverse portfolio of clients in the Healthcare and Education sectors.Estimated Salary: $120,000 - $180,000 per year.About the RoleThis is a highly rewarding role that requires strong relationship-building skills, business acumen, and the ability to develop and...