Insurance Account Manager

Job Description

Job Description

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 secure 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.

As a small, local business, we are a tech-forward company that stays on top of the latest industry trends. By leveraging innovative technology, we enhance the client experience and ensure that our processes are designed with their best interests in mind. Additionally, we are proud to be active in our community, regularly participating in volunteer initiatives such as the Food Bank and other charitable organizations.

Sound like a job you’ll love? Apply now!

Compensation :

$65,000 includes base and commission

Responsibilities :

• Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
• Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
• Help create competitive quotes when it is time to issue renewals or make updates to a current policy
• Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
• Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
• Support the team in making sure administrative tasks are completed in a thorough and complete manner
• Be able to adapt and grow as we push forward, refining systems and processes
• Actively market insurance products in order to gain new clients and referral partners

Qualifications :

About Company

Beach Break Insurance Agency is an independent agency located in San Diego. We are committed to providing coverage to clients that is appropriate at the best possible rates. We work with dozens of partner carriers for both personal and commercial insurance solutions.

We are proud to be the recipients of the 2022 San Diego Chamber of Commerce "Customer First" Award! We enjoy being active members of the community, and we enjoy participating in volunteer opportunities throughout the county.

By being independent, we get to do what is best for clients, and we are conveniently located in Kearny Mesa, where we can serve the greater San Diego Area. We do not discriminate for any reason.