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Assistant Account Manager

1 month ago

Newport Beach, California, United States Alera Group Full time
Job Title: Assistant Account Manager

Orion Risk Management is seeking an experienced Assistant Account Manager to join their Property & Casualty team in a remote position.

About the Role:

The Assistant Account Manager will serve as the day-to-day expert on a book of business, providing exceptional client service and maintaining a high level of client and internal team satisfaction.

Key Responsibilities:
  • Adhere to all operational policies and procedures to ensure client satisfaction and delivery of quality products and services.
  • Set up and maintain accurate and complete client data in the client relationship management database (CRM).
  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records.
  • 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.
  • Attend and pass CIC courses to obtain the CIC designation in a reasonable time frame.
Requirements:
  • 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.
Benefits:

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

Salary:

$60,000 to $67,000

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.