Insurance Portfolio Specialist

6 days ago


Irvine, California, United States Jobot Full time

About the Role

We are seeking an experienced Insurance Portfolio Specialist to join our team at Jobot. As a key member of our commercial lines team, you will be responsible for managing and growing our commercial insurance portfolio.

Key Responsibilities:

  • Manage and grow a commercial insurance portfolio, ensuring client satisfaction and retention.
  • Collaborate with underwriters and brokers to negotiate policy terms, rates, and coverage.
  • Review policy documents for accuracy and completeness, and resolve any discrepancies or issues.
  • Provide exceptional customer service, including responding to inquiries, processing policy changes, and resolving claims or billing issues.

Requirements

  • A minimum of 3 years of experience in commercial insurance, preferably in an account management or client service role.
  • A strong understanding of commercial insurance products, terms, and coverages.
  • Exceptional customer service skills, with the ability to build and maintain strong client relationships.
  • Proficiency in insurance management systems and Microsoft Office Suite.
  • A commitment to ongoing professional development and learning in the insurance field.

Estimated Salary: $65,000 - $85,000 per year, depending on experience.



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