Job Description
Job DescriptionDescriptionOur highly skilled Account Managers build strong professional relationships with our clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.
Key ResponsibilitiesThe successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of three to seven years of insurance agency experience in an account management role.
Experience managing commercial real estate accounts are preferred.
A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.
Skills, Knowledge and ExpertiseMinimum 3 years of Commercial Insurance work experience in Property & Casualty and customer service.
- Exceptional written and verbal communication skills are required.
- Applied (EPIC) agency system experience is highly desirable.
- Must be proficient in Microsoft Office including, Word, Excel, and Outlook.
- Proven ability to meet deadlines and possess strong analytical and organizational skills.
- A California insurance license is essential.
- Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.