Commercial Lines Account Manager
3 weeks ago
This position is responsible for managing an assigned book of business while providing excellent customer service to our clients.
We prefer someone who could work on-site or hybrid schedule (1 day a week) but would consider remote.
Wages and Benefits:
Competitive salary with the potential of quarterly bonuses
Medical, vision, and dental (employee and dependents covered at a very minimal cost to the employee)
Telehealth through Teledoc Health, 100% covered by employer for employee and eligible dependents
Life and short & long-term disability, 100% covered by employer for employee
Paid time off – holidays, vacation, and sick leave
Paid time off to volunteer in your community
401k and profit sharing plans
Alternative work schedules
About Us:
WSR Insurance Services is one of the oldest and largest independently owned insurance agencies in our area, serving California since 1917. WSR is a full-service agency dedicated to providing its clients with the highest quality insurance products and services.
Duties and Responsibilities:
Build and maintain client relations and manage client accounts
Process client renewals
Strive to retain accounts and assist as needed on new business sales
Analyze accounts for coverage gaps
Report all new claims and manage ongoing claims as needed
Thoroughly document accounts using the agency’s management system
Follow agency’s workflows and standards
Continue growth of insurance knowledge and stay informed of changes in the insurance industry
Mentor and train other employees
Backup other employees as assigned
Special projects and other duties as assigned
Requirements:
Skills and Specifications:
Excellent communication skills, written and verbal
Ability to problem solve, prioritize, and delegate
Follow instructions and tasks through to completion in a timely manner
Advanced knowledge of insurance company’s guidelines and underwriting
Computer proficient and knowledgeable with Microsoft Office
Education and Qualifications:
Maintain a current California Property & Casualty Insurance License
Minimum of 2 years of Commercial insurance or equivalent knowledge, experience, or education
High school diploma or equivalent
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