Current jobs related to Insurance Account Manager - Santa Ana, California - CRC Insurance
-
Insurance Agent
3 days ago
Santa Ana, California, United States Adriana's Insurance Full timeInsurance Agent Job DescriptionAt Adriana's Insurance, we're seeking a skilled Insurance Agent to join our team. As an Insurance Agent, you'll play a crucial role in educating customers about their insurance needs and providing personalized solutions.Key Responsibilities:Evaluate individual customer needs and financial status to educate clients on insurance...
-
Insurance Agent
1 week ago
Santa Ana, California, United States Adriana's Insurance Full timeJob DescriptionAdriana's Insurance Services is a leading full-service bi-lingual independent insurance agency in the United States. With over 30 years of experience and more than 40 offices in Southern California, we are looking for licensed and unlicensed insurance agents to join our team.We offer paid training and help you obtain your Broker License if you...
-
Insurance Sales Representative
1 week ago
Santa Ana, California, United States Adriana's Insurance Full timeAt Adriana's Insurance, we're seeking a highly motivated and charismatic Insurance Sales Agent to join our team. As a key member of our sales team, you will be responsible for evaluating individual customer needs and financial status to educate clients on insurance plans. You will take initiative and work independently in a fast-paced environment,...
-
Account Manager
1 month ago
Santa Ana, California, United States Area Wide Protective (AWP) Full timeJob Title: Account ManagerAt Area Wide Protective (AWP), we are seeking a highly motivated and results-driven Account Manager to join our team. As an Account Manager, you will be responsible for securing profitable business for our company by selling our portfolio of services, rentals, and products to potential and existing customers.Key...
-
Insurance Account Manager
4 days ago
Santa Maria, California, United States HUB International Full timeAbout HUB InternationalHUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.The...
-
Account Manager
2 weeks ago
Santa Ana, California, United States AWP Safety Full timeJob Title: Account ManagerAt AWP Safety, we are seeking a highly motivated and results-driven Account Manager to join our team. As an Account Manager, you will be responsible for securing profitable business for our company by selling our portfolio of services, rentals, and products to potential and existing customers.Key Responsibilities:Attend and conduct...
-
Accounting Manager
3 weeks ago
Santa Ana, California, United States Jobot Full timeAccounting ManagerReputable manufacturer within Aerospace & Defense seeks an experienced Accounting Manager to join their team. With a strong focus on financial reporting and month-end close, this role is ideal for a detail-oriented professional with a passion for accounting.Key Responsibilities:Execute accurate and timely month-end closing proceduresPrepare...
-
Insurance Account Manager
2 weeks ago
Santa Rosa, California, United States ACRISURE Full timeAbout AcrisureAcrisure is a global fintech leader that combines human expertise with cutting-edge technology to deliver innovative financial solutions to businesses and individuals worldwide. Our mission is to empower clients to protect and grow their assets through a diverse range of financial products and services.Job Summary:We are seeking a highly...
-
Accounting Manager
2 weeks ago
Santa Ana, California, United States HEICO Full timeAccounting Manager Job DescriptionHEICO is seeking an experienced Accounting Manager to join our team in Santa Ana, CA. As a key member of our finance team, you will be responsible for managing and maintaining accounting records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Ensure the accuracy and...
-
Sales Account Manager
1 month ago
Santa Ana, California, United States IBS Electronics Full timeJob Title: Sales Account ManagerWe are seeking a highly motivated and experienced Sales Account Manager to join our team at IBS Electronics, Inc. in Santa Ana, California.Job Summary:The Sales Account Manager will be responsible for identifying and pursuing new business opportunities, expanding existing relationships, and driving revenue growth through...
-
Sales Account Manager
3 days ago
Santa Ana, California, United States DrBalcony Full timeDrBalcony is seeking a skilled Account Manager to build and maintain strong relationships with clients while promoting our specialized engineering services.The ideal candidate will work closely with property managers, building owners, and other stakeholders to ensure their properties are in compliance with local ordinances through our inspection and...
-
Sales Account Manager
2 weeks ago
Santa Ana, California, United States IBS Electronics Full timeJob OpportunityWe are seeking a highly motivated Sales Account Manager to join our team at IBS Electronics, Inc. in Santa Ana, California. As a Sales Account Manager, you will be responsible for expanding our business by identifying and pursuing new sales opportunities, expanding existing relationships, and following up with potential leads to maximize...
-
Account Associate
7 days ago
Santa Rosa, California, United States State Farm Insurance Full timeJob Summary: As an Account Associate at State Farm Insurance, you will be responsible for providing exceptional customer service by addressing customer concerns and resolving problems in a professional and efficient manner.Key Responsibilities:- Assist customers with their insurance needs by providing accurate and timely information- Process policy changes...
-
Sales Account Manager
4 weeks ago
Santa Ana, California, United States IBS Electronics Full timeJob OverviewWe are seeking a highly motivated and experienced Sales Account Manager to join our team at IBS Electronics, Inc. As a key member of our sales team, you will be responsible for driving revenue growth and expanding our customer base in the electronic components industry.Key ResponsibilitiesIdentify and pursue new business opportunities through...
-
Accounting Manager Position
4 weeks ago
Santa Ana, California, United States CV Resources Full timeAccounting Manager Duties:We are seeking a highly skilled Accounting Manager to join our team at CV Resources. As an Accounting Manager, you will be responsible for overseeing the financial management of our organization, ensuring accurate and timely financial reporting, and making strategic decisions to drive business growth.Key Responsibilities:Develop and...
-
HCM Account Manager
2 weeks ago
Santa Ana, California, United States Asure Software Full timeJob SummaryWe are seeking a highly motivated and experienced HCM Account Manager to join our Sales team at Asure Software. The successful candidate will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering high-impact presentations to showcase the value of our Human Capital...
-
Account Manager
3 weeks ago
Santa Ana, California, United States American Textile Maintenance Co. Full timeJob SummaryWe are seeking a highly motivated and results-driven Account Executive to join our team at American Textile Maintenance Co. As a key member of our sales team, you will be responsible for developing new business opportunities and expanding our presence in the healthcare industry.Key ResponsibilitiesDevelop and execute a sales strategy to identify...
-
Sales Account Manager
4 days ago
Santa Ana, California, United States IBS Electronics Full timeIBS Electronics, Inc. is a leading global distributor of electronic components, seeking a dynamic and driven Sales Account Manager to join our rapidly expanding team. As a key member of our sales team, you will be responsible for building and maintaining relationships with our customers, identifying new business opportunities, and providing exceptional...
-
Account Manager
2 weeks ago
Santa Ana, California, United States American Textile Maintenance Co. Full timeJob OverviewWe are seeking a highly motivated and results-driven Account Executive to join our team at American Textile Maintenance Co. This is an exciting opportunity to leverage your sales skills and experience to drive new business growth and revenue for our company.Key ResponsibilitiesDevelop and execute a sales strategy to identify and pursue new...
-
Insurance Claims Examiner
1 week ago
Santa Ana, California, United States KPC GLOBAL MEDICAL CENTERS INC. Full timeJob OverviewThe Insurance Verifier ensures insurance benefits on all admissions and encounters to determine the level of insurance coverage for compliance with hospital admission policy. Ensures compliance with third-party payers, State or Federal agencies, and collaborates with other departments as needed to ensure proper reimbursement. Works with Case...
Insurance Account Manager
2 months ago
CRC Insurance is seeking a highly skilled Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for providing exceptional support to brokers, underwriters, and team leaders regarding all policies and key accounts.
Key Responsibilities- Promote new business and renewal business to achieve production/market criteria as defined by the broker with minimal supervision.
- Negotiate terms with underwriters, including price, deductible, enhancement, and exclusions.
- Select carriers to approach with accounts.
- Assist and/or provide quotations for new business, renewals, and endorsements through managing all company correspondence in a timely manner.
- Prepare recommendations for agents showing fact information regarding best coverage information.
- Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
- Process renewal business, which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
- Acquire confirmations from retailers when accounts are bound.
- Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
- Prepare company profiles and research analysis for client visits.
- Provide directions and supervision to team as requested by the broker.
- Manage incoming calls from producers and companies.
- Maintain good working relationship with current agents and other co-workers.
- Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews, and/or formal continuing education.
- College degree or equivalent experience.
- Three years of wholesale insurance experience or its equivalent.
- Experience with specific account handling and marketing.
- Current state-specific insurance license.
- Substantial knowledge of insurance and insurance processes.
- Ability to review information, make decisions, and manage time effectively with minimal to no supervision.
- Ability to plan, organize, and manage multiple priorities.
- Excellent verbal, written, and presentation skills.
- Ability to deal with confidential matters appropriately.
- Possess strong interpersonal skills.
- Ability to work extended hours as needed.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel, occasionally overnight.
CRC Insurance offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Team members also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
CRC Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
