Insurance Account Manager Job in San Diego, California US
Mid-size boutique insurance brokerage is looking for an experienced account manager. We offer an environment that provides its staff with the culture of a small family oriented business while providing large company benefits. We value our employee’s career goals as well as their lives providing a professional, stable work atmosphere. As our agency continues to grow and stay ahead of the curve in the service and products that we offer, we are looking for additional team members who want the excitement of a continuously developing company that has the stability of a long established one.
Job Description: The successful candidate will be responsible for working directly with a Commercial Lines producer. Working under minimal supervision, they will be responsible for implementing the required clerical and processing functions of the office, to generate accurate and timely work product in assisting the producer in the maintenance of files in all phases of activity.
Responsibilities include:
- Update and maintain renewal lists and send renewal letters as requested
- Communicating with both carriers and clients in a timely and professional manner
- Check policies, endorsements, audits and other policy documents for accuracy
- Organize and prioritize work flow
- Process binders, certificates of insurance and all other policy information updates
- Perform related duties as assigned
Job Requirements
- Ability to perform typing duties with verbal and/or written direction
- Strong multi-tasking, organizational, communication grammatical skills
- Ability to work independently of continuous supervision and achieve a high-level product within requested time constraints
- Proficiency in MS Word, Excel, email, Internet and Adobe (Applied experience is helpful)
- Current Fire Casualty Insurance license
- Minimum three years of progressively responsible insurance experience
- A positive outlook and desire to learn and grow with us
Company Benefits: We offer a great benefits package including medical and dental plan, life insurance, 401(k), flexible spending account, and paid vacation.
Contact Information: Please submit resume along with a cover letter containing your name, contact information (address, telephone number, and email), the position for which you are applying, and your minimum acceptable salary.