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Insurance Account Manager

2 months ago

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

Orion Risk Management is seeking an experienced Assistant Commercial Lines Account Manager to join their Property & Casualty team. As a key member of the team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.

Key Responsibilities:
  • Manage a book of business, ensuring client satisfaction and delivery of quality products and services.
  • Assist Account Executives in coordinating annual renewals, preparing materials for quarterly client meetings, and maintaining client databases.
  • Ensure accurate and complete client data in the CRM, including documentation and management of action items and client communications.
  • Follow all company and regulatory requirements regarding record management and retention.
  • Carry out additional duties and projects as determined by company leaders.
  • Maintain confidentiality and security of corporate and client-related information.
  • Respond to clients and account executive/producer requests in a timely and professional manner.
  • Request endorsements and policy changes from insurance companies.
  • Handle administrative and technical functions of an assistant as needed.
  • Collect new and renewal data on assigned accounts.
  • Identify cross-selling opportunities with current clients.
  • Stay informed of current market conditions and new markets.
  • Review, analyze, and market applications to carriers following agency procedures.
  • Make market recommendations to account executives/producers.
  • Negotiate with carriers to create the best combination of coverage and premium.
  • Prepare quotations, coverage summaries/comparisons, proposals, and recommendations for clients/prospects.
  • 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.
  • Ability to work independently and see initiatives or issues through to completion.
  • Comfortable dealing with all kinds of people and a desire to provide exceptional customer service.
What We Offer:

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

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.