Insurance Account Professional

2 weeks ago


Danville, California, United States Gpac Full time
Personal Lines Account ManagerJob Requirements:
  • Customer Service Expertise: Delivers exceptional customer service by effectively communicating with clients and providing detailed explanations of insurance coverages.
  • Organizational Mastery: Demonstrates exceptional organizational skills, ensuring timely completion of tasks and maintaining accurate records.
  • Flexibility and Adaptability: Displays flexibility and a willingness to learn, adapting to changing situations and priorities.
  • Insurance Industry Expertise: Possesses at least 5 years of experience in the insurance industry, with a strong understanding of P&C insurance principles and practices.
  • Technical Proficiency: Skilled in using agency computer management systems, including Applied Systems, and able to operate various software applications.
Responsibilities:
  • Review daily reports, change requests, and claim notices.
  • Prepare policies for producer delivery or mail/email directly to clients.
  • Create summaries of insurance renewals.
  • Update renewal information and mail renewal letters.
  • Quote with multiple carriers and process EOI's.
  • Complete all assigned projects and tasks in a timely and efficient manner.
  • Interact with others effectively by utilizing oral and written communications.
Knowledge, Skills, and Abilities:
  • Education: High School diploma with some college-level classes, and/or courses in CIC/CPCU/ARM/CISR.
  • Communication Skills: Demonstrate excellent oral and written communication skills.
  • Organizational Skills: Possess a high level of organizational skills, including the ability to prioritize and handle multiple tasks.
  • Computer Proficiency: Ability to operate various computer programs, including Microsoft Office Suite and agency management systems.
Benefits:
  • Medical, Dental, and Life Insurance
  • 401k and Profit Sharing Plans
  • Flex Hours and Hybrid Schedule
  • Team Building Activities
  • Competitive Salary and Excellent Compensation

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