Insurance Portfolio Manager

3 weeks ago


Anderson, California, United States Giles Insurance Services Full time

Giles Insurance Services is a top independent insurance agency in the area, known for its integrity and first-class service. We're on a mission to build long-lasting relationships with clients, have a positive societal impact, and create an inclusive culture where everyone can thrive.



Job Overview

This role will be responsible for managing a portfolio of personal insurance accounts, including auto, home, and umbrella policies. The ideal candidate will be a self-starter with excellent communication skills, able to work independently and anticipate agency needs.



Key Responsibilities


  • Cultivate strong relationships with clients, vendors, and carriers to provide guidance and support on personal insurance needs.
  • Manage a portfolio of personal insurance accounts, including auto, home, and umbrella policies, to ensure timely submission and processing of new and renewal clients.
  • Work closely with clients to assess their needs and provide recommendations on insurance products and coverage.
  • Research and present answers to client questions about policies and coverage.
  • Analyze and compare current exposures at renewal to ensure accurate quotes and competitiveness.
  • Process and check policies, endorsements, and audits for accuracy.
  • Prepare and manage timetables, summaries, and schedules for the entire book of business with regard to coverage and renewal dates.


Requirements


  • Excellent verbal and written communication skills
  • Basic math skills and aptitude for learning new technology
  • Positive attitude, good listening skills, and empathy
  • Highly-organized and strong time management skills
  • Ability to multi-task in a fast-paced environment within tight deadlines
  • Works with integrity and a high-level of confidentiality


What We Offer


  • Competitive compensation
  • Work-life balance and employee well-being
  • A supportive, diverse, people-first culture and mindset
  • A voice at the table to create constructive change and work on purposeful products
  • Time dedicated to professional development


The estimated salary for this role is around $60,000-$80,000 per year, depending on experience and qualifications. If you're a motivated and detail-oriented individual with a passion for insurance, please don't hesitate to apply.



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