- Must maintain Property & Casualty license and fulfill continuing education requirements for license renewal.
- Review and analyze Company Commercial Accounts, making recommendations to clients regarding coverages, limits, and costs on an annual basis.
- Process all transactions for assigned Company Clients, including gathering information, processing new and renewal policies, and adhering to workflow and E & O procedures.
- Prepare proposals, presentations, and assist in meetings for Company Clients as needed.
- Negotiate with insurance carriers to ensure favorable terms for clients, prioritizing client needs over commissions.
- Develop and maintain professional relationships with clients, insurance carriers, and wholesale brokers.
- Collaborate with agency staff to ensure the success of the Company.
- Provide high-quality service and demonstrate technical skills to all Company Clients.
- Resolve premium collections, accounting issues, and marketing and policy form negotiations/reviews.
- Assist with loss control, claim issues, and other duties as directed by Account Executive and Administration Staff.
- Plus: Experience in EPIC software
- Medical, Dental, Vision, 401k.
- Annual company outings.
- Annual holiday party.
- Lunch provided and catered every Monday.
- Hybrid position, laptop and work from home equipment provided.
- Beautiful office located in the heart of Irvine.
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Insurance Account Manager - Irvine, United States - Ultimate Staffing Services
Description
We're Hiring: Personal Lines Account Manager at Our Company
Location: Irvine (Hybrid role)
Compensation: $55k-75k
Join our team as a Hybrid Account Manager, where you'll collaborate directly with our Account Executive to provide exceptional service and marketing for all lines of Company Commercial Accounts. Operating with minimal supervision, you'll serve as the inside Company Client contact, ensuring client satisfaction and fostering strong relationships.
Responsibilities:
Perks and benefits:
Join us and be part of a dynamic team dedicated to delivering outstanding service and support to our clients.