Insurance Account Manager
4 weeks ago
We are a fast-growing insurance broker seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts.
Key Responsibilities- Respond to client calls about policy changes, updates, and coverage questions
- Cross-sell on potential bundle saving opportunities
- Up-sell clients to ensure they have the appropriate amount of insurance protection
- Provide timely and professional day-to-day client service
- Support agency producers with customer service-related tasks
- Handle incoming new business sales calls or walk-in business as needed
- Cross-sell or account rounding as needed to ensure clients have appropriate coverage
- Liaison between clients, producers, and insurance company representatives
- Certificates, endorsements, binders, and first claims
- Marketing, quoting, rating of new client business and account renewals
- Property & Casualty license required
- Experience with auto, home, boat, and recreational policies
- Minimum 3-5 years independent agency experience
- Experience with account rounding/cross-selling
- Knowledge of Microsoft Excel, Word, and related software
- Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred
- Experience with high-net worth clients is a plus
-
Insurance Account Manager
1 week ago
San Diego, California, United States Alliant Insurance Services Full timeJob Title: Insurance Account RepresentativeWe are seeking a highly skilled Insurance Account Representative to join our team at Alliant Insurance Services. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and protect their...
-
Insurance Account Manager
3 days ago
San Diego, California, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled and motivated Insurance Account Representative to join our team at Alliant Insurance Services. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and retain business.Key...
-
Commercial Insurance Account Manager Assistant
2 weeks ago
San Diego, California, United States Insurance Search Specialists Full timeJob OpportunityWe are seeking a highly skilled Commercial Insurance Account Manager Assistant to support our account management team in servicing and marketing commercial accounts. This role is ideal for individuals looking to enhance their careers in commercial insurance, providing a supportive pathway for professional growth and development.Key...
-
Insurance Account Manager
3 weeks ago
San Diego, California, United States 50192 Hub International Insurance Services Inc. Full timeAbout HUBHUB is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is on providing customers with peace of mind through tailored insurance solutions and unrelenting advocacy.The OpportunityAs a Customer Service professional at HUB, you will provide critical support to our customers through...
-
Insurance Account Manager
3 weeks ago
San Diego, California, United States 50192 Hub International Insurance Services Inc. Full timeAbout HUBHUB is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. With a focus on providing customers with peace of mind, our team of professionals across North America offers tailored insurance solutions that put clients in control.The OpportunityAs a Customer Service professional at HUB, you will...
-
Insurance Account Manager
5 hours ago
San Francisco, California, United States USI Insurance Services Full timeJob Summary:We are seeking a highly skilled and experienced Insurance Account Manager to join our team at USI Insurance Services. As an Insurance Account Manager, you will be responsible for managing complex commercial property and casualty accounts, developing and maintaining strong working relationships with customers and prospects, and effectively...
-
Insurance Account Manager
6 days ago
San Diego, California, United States Ben E. Keith Full timeJob Title: Insurance Account ManagerWe are seeking a highly skilled Insurance Account Manager to join our team at Ben E. Keith. As an Insurance Account Manager, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and retain business.Key Responsibilities:Packages and...
-
Insurance Account Manager
3 weeks ago
San Diego, California, United States Jobot Full timePersonal Lines Account ManagerWe are a fast-growing insurance broker seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts.Key Responsibilities:Respond to client calls about policy changes, updates, and coverage questionsCross-sell on potential bundle saving opportunitiesProvide timely and...
-
Insurance Account Manager
4 weeks ago
San Diego, California, United States Jobot Full timeAbout the RoleWe are a fast-growing insurance brokerage firm seeking a licensed Personal Lines Account Manager to support one of our producers' books of personal insurance accounts.Key ResponsibilitiesRespond to client inquiries regarding policy changes, updates, and coverage questionsCross-sell potential bundle saving opportunities to clientsProvide timely...
-
Insurance Account Manager
2 weeks ago
San Diego, California, United States Marsh LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Insurance Account Manager to join our team at Marsh & McLennan Agency. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key ResponsibilitiesDevelop and implement client service strategies to meet and...
-
Commercial Insurance Account Manager
4 weeks ago
San Francisco, California, United States USI Insurance Services Full timeJob SummaryUSI Insurance Services is seeking a highly skilled and experienced Commercial Insurance Account Manager to join our team. As a key member of our organization, you will be responsible for managing complex commercial property and casualty accounts, developing and maintaining strong working relationships with customers and prospects, and effectively...
-
Commercial Insurance Account Manager
2 weeks ago
San Francisco, California, United States Insurance Search Specialists Full timeJob OpportunityWe are seeking a skilled and experienced Commercial Insurance Account Manager to join our team at Insurance Search Specialists. As a key member of our commercial lines insurance team, you will be responsible for managing a portfolio of clients and developing new business opportunities.Key Responsibilities:Manage client relationships and...
-
Insurance Account Manager
2 weeks ago
San Fernando, California, United States Momentous Insurance Brokerage | Marsh & McLennan Agency LLC Full timeAccount Manager - Personal Lines InsuranceAt Momentous Insurance Brokerage | Marsh & McLennan Agency LLC, we're seeking a skilled Account Manager to join our Personal Lines Insurance team. As an Account Manager, you'll be responsible for delivering exceptional customer service and driving business growth through strategic account management.Key...
-
Insurance Account Manager
3 weeks ago
San Diego, California, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for providing exceptional client service and support to our personal lines clients.Key ResponsibilitiesSupport and service a wide range of personal lines accountsSupport agency producers with customer...
-
Insurance Account Manager
7 days ago
San Fernando, California, United States Momentous Insurance Brokerage | Marsh & McLennan Agency LLC Full timeAccount Manager - Personal Lines InsuranceAt Momentous Insurance Brokerage | Marsh & McLennan Agency LLC, we're seeking a highly skilled Account Manager to join our Personal Lines Insurance team. As an Account Manager, you will be responsible for providing exceptional customer service and driving business growth through strategic account management.Key...
-
Account Manager
2 hours ago
San Diego, California, United States Insurance Office of America Full timeJob SummaryWe are seeking a highly skilled and experienced Account Manager to join our team at Insurance Office of America. As an Account Manager, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Manage client relationships and develop strategic plans to...
-
Commercial Lines Account Manager
7 days ago
San Diego, California, United States Insurance Search Specialists Full timeJob OpportunityWe are seeking a highly skilled Commercial Lines Account Manager to join our team at Insurance Search Specialists. As a key member of our commercial lines team, you will be responsible for managing and growing a portfolio of commercial insurance accounts, including small business and middle-market clients.This is an excellent opportunity for a...
-
Account Manager
2 weeks ago
San Diego, California, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled and experienced Account Executive to join our team at Alliant Insurance Services. As a key member of our Employee Benefits team, you will be responsible for collaborating with clients to develop and execute strategic plans that meet their unique needs.Key ResponsibilitiesManage client relationships and develop...
-
Commercial Lines Account Manager
7 days ago
San Diego, California, United States Insurance Search Specialists Full timeJob OpportunityWe are seeking a highly skilled Commercial Lines Account Manager to join our team at Insurance Search Specialists. As a key member of our commercial lines team, you will be responsible for managing and growing a portfolio of commercial insurance accounts, including small business and middle-market clients.Key Responsibilities:Client...
-
Insurance Account Manager
2 weeks ago
San Fernando, California, United States Momentous Insurance Brokerage | Marsh & McLennan Agency LLC Full timeAccount Manager - Personal Lines InsuranceAt Momentous Insurance Brokerage | Marsh & McLennan Agency LLC, we're seeking a highly skilled Account Manager to join our Personal Lines Insurance team. As an Account Manager, you will be responsible for providing exceptional customer service, managing customer relationships, and driving business growth.Key...