Insurance Account Manager
1 week ago
We are seeking a bright and motivated Commercial Insurance Account Manager to join our Property & Casualty team at The Brokerage, an Alera Group Company. As a key member of our team, you will have exciting opportunities to learn, grow, and make a positive impact.
Company OverviewThe Brokerage was founded on the principles of being a 'Determined Advocate' for our clients. Our service protocols demand constant calibration to ensure our actions are guided by this mandate. We believe our clients' needs are always a priority, and honesty, integrity, and consideration are the underpinnings of our firm.
Job SummaryWe are looking for an experienced Account Manager who can work in a team setting, providing exceptional client service and driving business growth. Your responsibilities will include:
- Renewal insurance marketing
- Preparation of proposals of insurance
- Processing of policy changes
- Invoicing
- Responding to client requests in a timely fashion
- Reviewing and advising on Policy Forms
- Interacting with insurance underwriters in reference to client needs
You will be working within our agency management system (EPIC) to service our client accounts.
RequirementsTo be successful in this role, you will need:
- A High School Diploma
- An active California Property & Casualty Insurance License
- At least 4-6 years of experience as an assistant account manager or account manager
- Proficiency in navigating a computer
- Proficiency in Microsoft Office (Excel & Word)
- Ability to do basic retail math (including fractions, percentages, etc.)
- Strong oral and writing skills
We offer a competitive salary of $80,000+ DOE, plus comprehensive benefits including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We are an equal opportunity employer and welcome applicants from diverse backgrounds.
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