Property & Casualty Insurance Account Manager (JM) at Roth Staffing Companies in Corona, California

Job Description:

Account Manager for Property & Casualty Insurance



Position Description:

The Account Manager provides excellent client service in order to maximize client retention and
works with the Producer to obtain new clients.

Position Benefits:

* Excellent salary and performance bonuses
* Comprehensive employee benefits including; major medical, dental, vision, life, long term
disability and a 401k plan with employer matching contribution
* Generous Paid Time Off (PTO) schedule
* Positive and professional work environment
* Excellent career advancement potential to an Account Executive position
* Paid licensing and paid continuing education including; CISR, CIC, and CRM
* Comprehensive initial orientation and ongoing training is provided

Primary Responsibilities:

* Respond to client requests in a timely and effective manner
* Respond to Producer requests in a timely and effective manner
* Request endorsements and policy changes to the insurance company
* Maintain Applied Epic and Shared drive computer files according to procedures
* Work with the client to obtain new and renewal information
* Work with the Producer to decide where to market new business and renewals
* Create Acord applications in Applied Epic to market to insurance companies
* Market Acord applications to select insurance companies
* Communicate effectively with underwriters to market and service clients and prospects
* Negotiate with underwriters to create the best combination of coverage and premium
* Review quotes received for coverage completeness and accuracy
* Create proposals for Producer to present to clients and prospects
* Bind coverage with the appropriate insurance companies
* Issue certificates and vehicle ID cards, with Account Manager Assistant's help
* Provide proactive daily client service
* Prepare coverage summaries to present to clients and prospects
* Participate in insurance company meetings

Qualifications:

? California Fire and Casualty License
? Experience working with Applied Epic
? High school diploma
? Obtain or maintain CIC or ARM credential
? Professionalism
? Excellent people skills
? Several year's experience as an Account Manager in a retail insurance agency


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.