Insurance Account Manager

2 days ago


Fresno, California, United States Jobot Full time
Job Summary:
As a skilled Insurance Account Manager, you will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. This role involves providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.

About Us:
We are one of the largest independent insurance agencies in California, committed to being on the leading edge of insurance in the state. Our team is dedicated to making a difference for our clients through training, securing unique lines of coverage, and developing new resources.

Responsibilities:
• Handle new business, renewals, and policy changes efficiently
• Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance
• Process policy endorsements, cancellations, and reinstatements
• Identify opportunities for cross-selling and up-selling additional insurance products and services
• Achieve sales targets and contribute to the growth of the personal lines book of business
• Assist clients with the claims process, providing guidance and support from initial filing to resolution
• Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements
• Stay current on industry trends, insurance regulations, and company policies
• Conduct risk assessments and provide recommendations to clients to minimize potential losses

Requirements:
• Bachelor's degree preferred
• Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role
• Proven track record of client relationship management and retention
• Strong knowledge of personal lines insurance products and coverage options
• Detail-oriented with strong organizational and time management abilities
• Proficient in insurance management software and Microsoft Office Suite
• Sales-oriented mindset with the ability to identify and capitalize on opportunities

Salary:
$60,000 - $80,000 per year, depending on experience.
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