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Experienced Commercial Lines Insurance Account Manager / Risk Advisor
Experienced Commercial Lines Insurance Account Manager / Risk AdvisorConrey Insurance Brokers & Risk Managers • Orange, CA, US
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Experienced Commercial Lines Insurance Account Manager / Risk Advisor

Experienced Commercial Lines Insurance Account Manager / Risk Advisor

Conrey Insurance Brokers & Risk Managers • Orange, CA, US
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Job Description

Job Description

This isn't just another insurance job. This is your career, redefined!

You've put in the hours. Youve mastered the craft. You know you're capable of more recognition, more growth, more impact.

At Conrey Insurance Brokers & Risk Managers in Orange, CA, we don't hire employees. We build professionals, leaders, and difference-makers.

Imagine working where :

  • Your expertise is respected, not overlooked.
  • Your growth is limitless, not capped.
  • Your achievements are rewarded, not ignored.
  • Your team is as sharp and driven as you are.

We're seeking an experienced Commercial Lines Account Manager / Risk Advisor ready to elevate their career in a boutique, high-performance environment where your success is our culture.

Don't settle. Step into the career you've been waiting for.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

When you join our team, you will work in a collaborative work environment to :

  • Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.
  • Respond to clients, insurance carriers, sales team, and supervisor's correspondences and requests in a timely, effective,
  • and professional manner. Research and present answers to client questions about their policies and coverage.

  • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
  • Analyze and compare current exposures to develop renewal or new business specs for marketing.
  • Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
  • Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines.
  • Process and check policies, endorsements, endorsement requests, and audits for accuracy.
  • Manage, submit, and follow-up with claims throughout the claims process.
  • Prepare and manage timetables, summaries and / or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.
  • Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, certification programs, etc.
  • Requirements

    Excellent verbal and written communication skills

    Math and problem-solving skills, with and ability to connect the dots and be forward looking.

    Aptitude for learning new technology

    Positive attitude, good listening skills and empathy

    Highly organized and strong time management skills

    Ability to multi-task in a fast-paced environment within tight deadlines

    Works with integrity and a high-level of confidentiality

    LOVES TO WORK HARD AND HAVE FUN DOING IT!

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    Commercial Lines Insurance Account Manager • Orange, CA, US

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