Insurance Portfolio Specialist

1 week ago


Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

About Us

At DEFENSIVE INSURANCE SERVICES INC, we pride ourselves on being a trusted insurance business since 1965. Our commitment to enhancing and protecting local communities drives us to deliver tailored insurance solutions to individuals and families.

Job Summary

We are seeking a skilled Insurance Portfolio Specialist to manage and maintain a portfolio of personal lines insurance accounts. The successful candidate will have experience in the insurance industry, excellent communication skills, and a passion for helping people.

Key Responsibilities:

  • Manage a portfolio of personal lines insurance accounts, ensuring client satisfaction.
  • Provide exceptional customer service by addressing client inquiries and resolving issues.
  • Process policy changes, endorsements, renewals, and cancellations efficiently and accurately.
  • Collaborate with insurance carriers to secure competitive coverage options.
  • Maintain detailed records in our agency management system.

Requirements:

  • A minimum of 3 years of experience in personal lines insurance or a related field.
  • An active California Property & Casualty Insurance License is required.
  • Excellent interpersonal and communication skills.
  • Strong organizational and time-management abilities.
  • Proficiency in insurance agency management systems and common office software.

Benefits: The estimated annual salary for this position is $65,000-$90,000, depending on experience, plus comprehensive benefits, including health and 401(k) with matching, paid time off, and ongoing training opportunities.



  • Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    Job Summary: We're seeking an experienced Personal Lines Account Manager to join our team at Defensive Insurance Services Inc. This is a unique opportunity to build long-term relationships with clients, grow your career, and make a difference in people's lives.About the Role:You'll be responsible for managing a portfolio of personal lines insurance accounts,...


  • Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    Insurance Account ManagerEstimated Salary: $65,000 - $90,000 per yearWe are seeking an experienced Insurance Account Manager to join our team at Defensive Insurance Services. As an account manager, you will be responsible for managing and maintaining a portfolio of personal lines insurance accounts, ensuring outstanding client satisfaction.You will provide...


  • Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    Job Overview: As a Personal Lines Account Manager at Defensive Insurance Services Inc., you'll have the opportunity to build long-term relationships with clients, drive revenue growth, and make a meaningful impact on people's lives.About the Role:You'll be responsible for managing a portfolio of personal lines insurance accounts, ensuring that clients...


  • Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    About the RoleThe successful candidate will have proven experience in personal lines insurance, account management, or a related field. With a strong focus on customer service, you will provide exceptional support to clients, addressing their inquiries, resolving issues, and ensuring timely follow-up.A competitive salary of $85,000 per year is on offer,...


  • Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    Client Relationship SpecialistEstimated Salary: $55,000 - $80,000 per yearWe are seeking a Client Relationship Specialist to join our team at Defensive Insurance Services. As a relationship specialist, you will be responsible for building and maintaining strong relationships with clients.You will provide exceptional customer service by addressing client...

  • Account Manager

    1 week ago


    Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    DEFENSIVE INSURANCE SERVICES INCOur company is a family-owned and client-focused insurance agency dedicated to providing tailored insurance solutions to individuals and families. We strive to build lasting relationships with our clients, earning their trust, guiding them to make informed decisions, and defending their future.We are seeking an experienced...


  • Novato, California, United States DEFENSIVE INSURANCE SERVICES INC Full time

    Job OverviewWe are seeking an experienced Account Manager Professional to join our team at Defensive Insurance Services Inc.This role offers a competitive salary of $80,000 per year, with the flexibility to work from home. As a Personal Lines Account Manager, you will be responsible for managing and maintaining a portfolio of personal lines insurance...


  • Novato, California, United States Kaiser Permanente Full time

    Job Description:Kaiser Permanente is seeking a skilled professional to join our team as a Sales and Account Management professional. As a Call-in/On-Call Enrollment Specialist III, you will play a critical role in driving business growth and customer satisfaction through the sale and implementation of healthcare and insurance products.Key...


  • Novato, California, United States Platinum Resource Group Full time

    **IT Enterprise Architect Remote**Job DescriptionThe Platinum Resource Group is seeking an experienced IT Enterprise Architect to assist in establishing an enterprise architecture framework that links IT decisions to business strategies and objectives.This role will involve identifying, establishing, and assessing current business capabilities and linking IT...


  • Novato, California, United States Cross Country Allied Full time

    About Cross Country AlliedWe are a leading provider of travel allied healthcare solutions. Our mission is to connect skilled professionals with exciting opportunities across the country.As a mobile allied healthcare specialist, you'll play a critical role in delivering high-quality patient care and improving outcomes in home health settings.Key...


  • Novato, California, United States Cross Country Nurses Full time

    Job Title: Travel Nurse RN SpecialistAbout the Job:We are seeking a skilled and compassionate Registered Nurse (RN) to join our team as a Travel Nurse RN Specialist in Home Health. This role involves delivering healthcare services in patients' residences, promoting their independence and overall well-being.Key Responsibilities:Provide one-on-one care for...


  • Novato, California, United States Access Healthcare Full time

    We are seeking a skilled Physical Therapist to join our team as a Travel Rehabilitation Specialist. The ideal candidate will have experience in providing physical therapy services to patients with various conditions.About Access HealthcareAccess Healthcare is a leading healthcare agency that aims to provide superior service to its nursing family. We offer...


  • Novato, California, United States Integrity Healthcare Full time

    Key ResponsibilitiesThe successful candidate will be responsible for:Providing high-quality primary care services to our patientsManaging chronic conditions and developing treatment plansOrdering diagnostic tests and interpreting resultsReferring patients to specialists as neededIn addition, you will be required to cover occasional Saturday shifts as...


  • Novato, California, United States Host Healthcare Full time

    Host Healthcare is a leading travel healthcare company offering a unique opportunity for Registered Nurses (RNs) to work as Case Management specialists in Novato, California.We are committed to providing our nurses with the best possible experience, which is why we offer:A competitive salary of $114,000 per year, based on 40 hours per week and 9 hour...


  • Novato, California, United States DriveSavers Data Recovery Full time

    We are seeking an organized technician with smart device or computer repair experience who is excited to learn the art of data recovery. The ideal candidate will have a passion for staying ahead of current and future technologies.The flash team recovers data from iPhones, Androids, iPads, SSDs, and all-flash devices. As a data recovery specialist, you will...


  • Novato, California, United States beBee Professionals Full time $60,000 - $80,000

    beBee Professionals is seeking an experienced Mobile Cardiac Catheterization Specialist to provide high-quality cardiac catheterization services at various healthcare facilities in the United States.Estimated Salary:$120,000 - $180,000 per year, including travel stipends and housing allowances.Job Overview:This is a unique opportunity for professionals who...


  • Novato, California, United States JobRialto Full time

    Job Title: Clinical Rehabilitation SpecialistOverview:JobRialto seeks a highly skilled Clinical Rehabilitation Specialist to join our team. As a critical member of our healthcare staff, you will be responsible for providing expert physical therapy services to patients in various settings.Salary and Benefits:We offer a competitive salary range of $65,000 -...


  • Novato, California, United States beBee Professionals Full time $60,000 - $80,000

    We are seeking a highly skilled Advanced Imaging Specialist to join our team at beBee Professionals in Novato, USA. As a traveling radiology professional, you will have the opportunity to work with various healthcare providers across the United States.Salary and BenefitsThe estimated annual salary for this position is $120,000 - $150,000, depending on...


  • Novato, California, United States Chem-Dry Full time

    **About Us:**We are Chem-Dry, the world's leading carpet cleaner. Our proprietary hot carbonating extraction cleaning process removes 98% of common household allergens from carpets and upholstery.Salary: $16.00 - $20.00 per hourJob Summary:We are seeking a Carpet Cleaner Specialist to join our team. As a key member of our operations, you will be responsible...


  • Novato, California, United States Host Healthcare Full time

    At Host Healthcare, we are dedicated to providing a comfortable and rewarding experience for our travel occupational therapists. As a long-term care specialist, you will have the opportunity to work with patients who require ongoing therapy services to maintain their functional independence.We are currently seeking an experienced occupational therapist to...