Senior Account Manager

19 hours ago


Walnut Creek, United States Alera Group Full time

 

 

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

 

At Legacy Risk, an Alera Group Company, our business continues to grow and we are seeking to add an experienced Senior Account Manager to join our Commercial Lines, the brokerage team.

 

Legacy Risk & Insurance Services, located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property/casualty insurance services to middle-market commercial clients in the western U.S.  We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.

 

 Our highly skilled Account Managers build strong professional relationships with Legacy Risk clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.


  • 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.

  • 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.

Salary: Ranges from $120,000+, DOE

 

We value individual contributions, superior customer service, high-performance standards, and a collaborative work style.  We provide a great team environment and an opportunity for personal and professional growth. As a result, Legacy has received a number of awards including a 1st place ranking for 2018 Bay Area Best Places to Work by the San Francisco Business Times 

 

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

 

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 prior to applying.

 

 

#LI-MM1

#LI-Hybrid

PandoLogic. Category:Insurance, Keywords:Insurance Account Executive, Location:Walnut Creek, CA-94596

  • Walnut Creek, California, United States Ledgent Finance & Accounting Full time

    Job OverviewLedgent Finance & Accounting is seeking an experienced Senior Project Accountant to manage customer billings, subcontractor payments, collections, and project cost reporting. This role is ideal for a skilled accountant looking to contribute to the success of large-scale projects.The successful candidate will have expertise in financial...


  • Walnut Creek, United States Alera Group Full time

    Job Description  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...


  • Walnut Creek, United States AlphaGraphics Full time

    Responsive recruiter Replies within 24 hours Benefits: Competitive salary Paid time off Training & development As an CSR/Account Manager/Senior Print Specialist We are a custom print solutions company that takes a consultative approach to help our clients achieve their marketing goals with the best possible outcomes. At AlphaGraphics, we are committed to...


  • Walnut Creek, United States AlphaGraphics Full time

    Responsive recruiter Replies within 24 hours Benefits: Competitive salary Paid time off Training & development As an CSR/Account Manager/Senior Print Specialist We are a custom print solutions company that takes a consultative approach to help our clients achieve their marketing goals with the best possible outcomes. At AlphaGraphics, we are committed...


  • Walnut Creek, United States AlphaGraphics Full time

    Responsive recruiter Benefits: Competitive salary Paid time off Training & development As an CSR/Account Manager/Senior Print Specialist We are a custom print solutions company that takes a consultative approach to help our clients achieve their marketing goals with the best possible outcomes. At AlphaGraphics, we are committed to providing tailored...


  • Walnut Creek, United States AlphaGraphics Full time

    Benefits: Competitive salary Paid time off Training & development As an CSR/Account Manager/Senior Print Specialist We are a custom print solutions company that takes a consultative approach to help our clients achieve their marketing goals with the best possible outcomes. At AlphaGraphics, we are committed to providing tailored solutions that align with...


  • Walnut Creek, California, United States Moss Adams LLP Full time

    About Moss Adams LLPWe champion authenticity at Moss Adams LLP, fostering a culture of talented people who care – about you, about our clients, and about our communities. Our mission is to empower others to embrace opportunity, growing as a leader along the way.Our size, middle-market clients, customized career paths, and supportive culture make this a...

  • Senior Underwriter

    2 weeks ago


    Walnut Creek, California, United States THE TRAVELERS INDEMNITY COMPANY Full time

    Job OverviewAt The Travelers Indemnity Company, we're looking for a skilled Senior Underwriter - Commercial Accounts to join our team. As a key member of our Commercial Accounts division, you'll be responsible for underwriting and negotiating complex customer accounts to minimize risk and maximize profitability. You'll work closely with our agents and...


  • Walnut Creek, California, United States Woodruff Sawyer Full time

    Senior Account Manager Role at Woodruff SawyerWe are seeking a seasoned Senior Account Manager to join our team at Woodruff Sawyer. This is an exceptional opportunity for an experienced professional to take on a leadership role in managing complex client accounts and driving business growth.About the CompanyWoodruff Sawyer has been a leading insurance...


  • Walnut Creek, California, United States Woodruff Sawyer Full time

    Job OverviewWoodruff Sawyer, a top insurance brokerage, is seeking an experienced Senior Account Manager to lead our most complex real estate accounts. With over 100 years of industry leadership, we provide exceptional service and innovative solutions for our clients.This is an ambitious role for someone who excels at building long-term relationships,...


  • Walnut Creek, United States Ledgent Finance & Accounting Full time

    Job DescriptionJob Description Senior Project Accountant Leader in the construction/engineering industry, is seeking a Senior Project Accountant to manage customer billings, subcontractor payments, collections, and project cost reporting. This is an excellent opportunity for an experienced accountant to join a dynamic team and contribute to the success of...


  • Walnut Creek, United States Ledgent Finance & Accounting Full time

    Job DescriptionJob DescriptionLocal and established Property Management firm seeking a G/L Accountant with NetSuite to join their team! This is 100% onsite in Walnut Creek, CA and a very strong temp to hire opportunity. $85,000- $90,000 to startDegree in Accounting or similar with 5+ years of GAAP/GL Accounting required! Recent NETSUITE experience needed...


  • Walnut Creek, California, United States Walmart Full time

    About the RoleWe are seeking a highly skilled Senior Manager, Advanced Analytics Specialist to join our team. This is a unique opportunity to leverage your expertise in data analytics and drive business growth.Key ResponsibilitiesLeverage advanced analytics to inform business decisions and drive revenue growth.Develop and maintain complex data models to...

  • Senior Accountant

    3 weeks ago


    Oak Creek, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionJob Posting: Senior Accountant/Accounting ManagerPay: $64hr to $67hr depending on experience levelAdditional Hours: Month-end and year-end weeks may require 50-60 hours.Location: Remote, Must work CST hoursPosition Overview: We are seeking a Senior Accountant/Accounting Manager to take responsibility for high-level financial...


  • Walnut, United States Gpac Full time

    Gpac is working with a CPG company in SoCal that is seeking an experienced National Sr Account Manager for their Sales team. This would be an ONSITE role.This individual would be responsible for managing and seeking out new accounts in the FDM, distribution, pet specialty, and/or in grocery account experience. They will also have experience with freeze dried...


  • Walnut Creek, United States SoCal Recruiting Full time

    Are you a proactive sales professional who thrives on forging meaningful connections? Join Delco Sales, a trusted leader serving California, Nevada, and Hawaii since 1963! With a strong team of over 70 employees and offices in Anaheim, Las Vegas, and Waipahu, we represent over 50 esteemed brands in commercial plumbing, HVAC, waterworks, fire protection, and...


  • Walnut Creek, United States Destination Wealth Management Full time

    Senior Operations CoordinatorThis is a full-time hybrid role for a Senior Operations Coordinator. The Senior Operations Coordinator will work primarily from the Walnut Creek office with flexibility for remote work. The role involves supporting Wealth Advisors by servicing clients and providing operational and administrative support. Your expertise in the...


  • Walnut Creek, California, United States The Judge Group Full time

    Job DescriptionWe are seeking a highly skilled Senior Real Estate Development Manager to join our team in Walnut Creek, CA. This is a 12+ month project-based role that will focus on managing and driving site acquisition vendors to deliver goals and successfully hand off projects to our Construction Team.


  • Walnut Creek, California, United States Stantec Full time

    OverviewGrounded in safety, quality, and ethics, our experts lead their fields and guide our work with rigor, a creative spirit, and vision for growth. We draw from more than 20 technical specialties around the globe and are committed to fostering an inclusive community of diverse talents, backgrounds, and expertise.$115,000 - $140,000 per annumAbout the...


  • Walnut Creek, California, United States Clark Construction Group, LLC Full time

    Job OverviewClark Construction Group, LLC is seeking a seasoned Senior Heavy Civil Estimating Manager to lead our estimating efforts for heavy/civil projects.We are a division of Clark Construction Group, LLC, a leading construction company delivering complex projects across various disciplines.