We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level.
Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment.
You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system.
This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals.
We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence.
Sound like a job you’ll love? Apply now!Compensation:
$45,500+ at plan commission
Responsibilities:
Assist with the renewal process and any policy updates by providing competitive quotes
Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
Qualifications:
Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
Associates or Bachelor’s degree required, or commensurate insurance industry experience
Must have very strong follow up, written and verbal communication skills and problem-solving skills
Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.
)
About Company
26 Years of experience.
Married and proud mother of two children.
Long time resident of the TriValley area.
Graduate of Hayward High and Cal State University Hayward.
Passionate about serving the Castro Valley Area and providing Insurance and Financial Services.
Focusing on Customer Relocations to California.
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