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Account Manager

1 month ago


Ventura, United States Paladin Business Services Inc. Full time

Account Manager Job Description: The Account Manager role will provide high level administrative support, with emphasis on data management, managing client communications, and service work. Key Responsibilities: -Work efficiently assisting writing producers to prepare applications for submission and new business/renewal proposals. - Maintain current contact and policy information in agency management system/CRM for prospects and clients. - Assist with and/or manage the marketing of renewal business as directed by Producer. -Manage the timely delivery of the policies to the client via email. -Manage Cancelations, and appropriately notify insured via phone or email. -Other administrative duties as needed to support Producers. Qualifications: -Strong attention to detail and accuracy -Excellent written and verbal skills -Time Management -Proficiency in Microsoft Outlook, Teams, Adobe, and Excel Education and Experience: -Insurance experience and license experience are a plus Job Type: -Full Time Hours: 9 am to 5 pm