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Account Manager - Napa, United States - Paul Hanson Partners
Description
Overview:
Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry.
Our Biz Choice Transportation brand has been experiencing continued growth as we've become a dominant player in the Last Mile, Middle Mile and Final Mile courier/contractor space writing Auto and GL Liability, Physical Damage, Cargo, Excess, Workers Compensation and Occupational Accident coverages.
Primary DutiesAssist with in/out bound calls
Manage a renewal book of business on a monthly basis
Write new business policies across any of our various Biz Choice programs
Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies
Document communication and follow ups as needed answering questions/concerns timely for clients
Assist with a number of service policy life cycle items including but not limited to: policy change requests (adds/deletes), billing questions, claims instructions, final audits, pre‐renewal questionnaires, etc.
Meet quality assurance requirements and other key performance metricsAttend and participate in weekly team meetings
Job Requirements:
Property & Casualty Insurance License
Strong oral & written communication skills
Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint)
Must be able to have good judgement to make informative decisions when discussing coverage and/or proving insurance guidance
Adhere to employee manual including confidentiality requirements
Comply with Carrier partner service practices & procedures
To assure that Biz Choice is presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community.
Provides general support to the Department Manager and perform additional tasks as needed on projects, etc.Manage and grow relationships with our insureds and partners
To Treat all employee's with respect and courtesy in regards to all business and personal issues
Desired Skills
Life & Health Insurance License
Willing to obtain within the first 6 months of employment.
Hours Needed
Monday – Friday 7:00am – 4:00pm
Work Location
This position has both hybrid and remote working opportunities.
This position is located at our offices in Napa, Ca
Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $60,000-$70,000 a year and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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