Insurance Account Manager

4 weeks ago


Los Angeles, California, United States CalNonprofits Insurance Services Full time
Job Title: Insurance Account Manager

Job Summary:

We are seeking a highly skilled Insurance Account Manager to join our team at CalNonprofits Insurance Services. As an Insurance Account Manager, you will be responsible for maintaining small accounts in every aspect related to servicing and renewing the assigned book of business.

Key Responsibilities:

* Provides prompt, courteous, knowledgeable service to customers
* Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
* Guides clients through the renewal process and submits timely requests to carriers
* Develop complete client information and applications for renewal business under direction of the Producer, Customer Service Manager and/or Account Executive
* Prepare and deliver quotes, proposals, endorsements, and other policy related documents to clients in a timely manner
* Maintain electronic files with proper records according to company procedures
* Document customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
* Process client applications, documents, and paperwork
* Identify rounding opportunities

Requirements:

* 2+ years of employee benefit insurance experience
* Associates Degree in Business Administration or equivalent experience
* Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.)
* Superior customer service skills
* Excellent verbal and written communication
* Bilingual skills are a plus
* Experience with working with or volunteering for nonprofits is a plus
* Possession of a valid California Life/Health and Life Only licenses
* Possession of a valid CA Drivers License by date of hire, satisfactory driving record and appropriate insurance
* Must be located in California

  • Los Angeles, California, United States 50191 Hub International Insurance Services Inc. Full time

    Unlock Your PotentialHUB International Insurance Services Inc. is seeking a skilled Insurance Account Manager to join our team. As a key member of our commercial lines team, you will play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.Key Responsibilities:Manage the entire account...


  • Los Angeles, California, United States 5H5 Hub International Insurance Services Inc. Full time

    Unlock Your PotentialHUB International Insurance Services Inc. is seeking a highly skilled Insurance Account Manager to join our team. As a key member of our commercial lines team, you will play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.Key Responsibilities:Manage the entire...


  • Los Angeles, California, United States Insurance Search Specialists Full time

    Job OverviewWe are seeking an experienced Commercial Account Manager to oversee a portfolio of middle market accounts totaling $1.1M in annual revenue.This role involves managing a diverse book of business, including clients in retail, manufacturing, and property related. The ideal candidate will be responsible for ensuring excellent client service, handling...


  • Los Angeles, California, United States HUB International Full time

    About HUB International:HUB International is a leading insurance brokerage firm that advises businesses and individuals on how to prepare for the unexpected. Our focus is on providing our customers with peace of mind through tailored insurance solutions and unrelenting advocacy.As a Personal Lines Account Manager at HUB International, you will play a...


  • Los Angeles, California, United States Insurance Search Specialists Full time

    Job OverviewWe are seeking a highly skilled Benefits Account Manager to join our team. As a key member of our team, you will be responsible for managing group accounts and working closely with clients and producers to develop employee benefits strategies.Key Responsibilities:Develop and implement employee benefits strategies for clientsManage day-to-day and...


  • Los Angeles, California, United States Combined Insurance Full time

    Insurance Sales Team Management Job DescriptionAbout the Role:The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.Key Responsibilities:Sourcing &...


  • Los Angeles, California, United States Insurance Search Specialists Full time

    Personal Lines Account Executive PositionWe are seeking an experienced Personal Lines Account Executive to manage a portfolio of high-net-worth clients. In this role, you will be responsible for ensuring client satisfaction and utilizing the AMS360 agency management software to optimize operations.The ideal candidate will have a minimum of 5 years of...


  • Los Angeles, California, United States Allstate Insurance Company Full time

    As a Sales Consultant at Allstate Insurance Company, you will play a pivotal role in driving profitable growth and meeting sales objectives within your assigned market. Your primary responsibility will be to recruit, train, and educate National and Regional Broker Partners to sell, service, and conserve business.Key Responsibilities:Implement and support the...


  • Los Angeles, California, United States Insurance Search Specialists Full time

    Job Title: Employee Benefits Account Manager AssistantWe are seeking a highly skilled and dedicated individual to fill the role of Employee Benefits Account Manager Assistant at Insurance Search Specialists.Key Responsibilities:Assist account managers and account executives with servicing group accounts.Connect with clients to respond to service...


  • Los Angeles, California, United States Heffernan Insurance Brokers Full time

    Job Summary:Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This role will involve developing and maintaining customer insurance and risk management needs through innovative strategies.Key Responsibilities:Marketing and account management for assigned clients.Coordinate all aspects of renewal marketing...


  • Los Angeles, California, United States Combined Insurance Full time

    Insurance Sales Team Management Job DescriptionJob Summary:The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.Responsibilities:Sourcing &...


  • Los Angeles, California, United States Combined Insurance Full time

    Insurance Sales Team Management Job DescriptionAt Combined Insurance, we are seeking an experienced Insurance Sales Team Manager to lead our sales team in achieving exceptional results. The successful candidate will be responsible for delivering annual new sales objectives by sourcing, guiding, and supporting Agency Coordinators and Independent Agents.Key...


  • Los Angeles, California, United States USI Holdings Corporation Full time

    Job SummaryWe are seeking a highly skilled Commercial Lines Insurance Account Manager to join our team at USI Holdings Corporation. As a key member of our Account Management team, you will be responsible for managing a portfolio of 30 to 50 middle-market Commercial Lines insurance accounts.Key ResponsibilitiesManage client relationships and provide...


  • Los Angeles, California, United States USI Holdings Corporation Full time

    Job SummaryWe are seeking a highly skilled Commercial Lines Insurance Account Manager to join our team at USI Holdings Corporation. As a key member of our account management team, you will be responsible for managing 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact.Key ResponsibilitiesProvide proactive, personalized...


  • Los Angeles, California, United States USI Holdings Corporation Full time

    Job Summary:As a Commercial Lines Insurance Account Manager at USI, you will be responsible for managing a portfolio of large and complex Commercial Lines insurance accounts. This role requires a high level of technical expertise, strong communication skills, and the ability to work independently with minimal supervision.Key Responsibilities:• Provide...


  • Los Angeles, California, United States Combined Insurance Full time

    Insurance Sales Team Management Job DescriptionAbout the Role:The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.Key Responsibilities:Sourcing &...


  • Los Angeles, California, United States Combined Insurance Full time

    Insurance Sales Team Management Job DescriptionAbout the Role:The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.Key Responsibilities:Sourcing &...


  • Los Angeles, California, United States Combined Insurance Full time

    Insurance Sales Team Management Job DescriptionAbout the Role:The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.Key Responsibilities:Sourcing &...


  • Los Angeles, California, United States Heffernan Insurance Brokers Full time

    Company OverviewHeffernan Insurance Brokers is a leading insurance brokerage firm known for its innovative approach to risk management and insurance solutions. With a strong presence in the market, we are committed to delivering exceptional service and expertise to our clients.Job SummaryWe are seeking an experienced Commercial Insurance Risk Manager to join...


  • Los Angeles, California, United States USG Insurance Services, Inc. Full time

    Job OverviewUSG Insurance Services, Inc. is seeking a highly motivated and experienced Insurance Wholesale Broker to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with retail insurance agents, soliciting new business, and marketing our services to the excess and surplus lines...