Account Manager

5 days ago

Irvine, California, United States Spectrum Risk Management Full time

Commercial Account Manager

The Commercial Account Manager will manage a book of business accounts. The responsibilities include gathering renewal information from clients, handling renewal proposals, doing online rating, providing COI's and working with accounts on policy changes, endorsements and claims coordination. Working in conjunction with other Account Managers, you will provide support on renewal setups, ordering loss runs, follow renewal processing procedures and assist with special projects.

Essential Duties and Responsibilities:

· Working renewals of Commercial Lines Department accounts and managing expiration lists

· Gathering and confirming information for new and renewal business through telephone, Teams meetings and email contact with clients and underwriters.

· Proactively prepare renewal specifications and update underwriters

· Prepare proposal for new and renewal business

· Rate online accounts for existing and new business

· Process endorsements, policy changes and verify accuracy

· Invoicing and processing finance agreements

· Prepare COI's and Schedules of Insurance and distribute accordingly

· Ordering loss runs and coordinating on claims reporting

· Timely policy checking and delivery to clients by email

· Assist with questions, audits and client reviews

· Do Teams or Zoom meetings as needed

· Provide support to Producers and associate Account Managers

Position Requires:

· A bachelor's degree or a minimum of 3 years industry Property & Casualty experience

· Active valid Property & Casualty License.

· Achieve training goals as well as a willingness to pursue continuing education in the form of insurance designations and professional development training.

· Proficient with Microsoft Office software (Word, Excel, and Outlook)

· Working knowledge of Applied Epic agency management system

· Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.

At Spectrum Risk Management, you have an opportunity for a long career with advancement and challenges. We are an equal opportunity employer and value promoting from within and training to promote a positive working environment with flexibility for working remotely. Spectrum offers competitive salaries and benefits including health and dental, 401k retirement plan, career advancement, volunteer opportunities and a great coworker experience.

Key skills: Detail-oriented, able to prioritize and handle multiple requests, communicate clearly and precisely, work with other team members, reliable and honest. Experience with Applied Epic and ECerts Online is a plus.

Job benefits: 37.5 hour work week, flexible schedule and remote work possible, good benefit plans including health, dental and 401k plan.

Please apply today See how we could be the best next step in your insurance career.

Job Type: Full-time

Pay: $60, $75,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Ability to Commute:

  • Irvine, CA (Required)

Work Location: In person

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