Commercial Lines Insurance CSR/Assistant Account Manager

Job Description

Job Description

• Feeling stuck? Looking for a career, not just a job?
• Want to be recognized as a true professional?
• Do you have a winning mindset, and want to standout and be rewarded for the value you bring?
• Do you want an organization that focuses on education, certifications, and continued advancement of its team members, providing unlimited growth potential?

Well then, we are a fit!

Conrey Insurance Brokers & Risk Managers of Orange, CA is a boutique successful full-service Risk Management and Insurance Brokerage seeking a stellar, experienced, Commercial Lines Insurance Account Manager and Department Manager, whose who is looking for a career with an organization that promotes education and advancement with high growth opportunities!

Benefits

Annual Base Salary Based on Experience

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Tuition Reimbursement

Dental Insurance

Vision Insurance

Life Insurance

Health Insurance

Paid Time Off (PTO)

Performance Bonuses

Constant Internal; and External Education & Development

Responsibilities

Account managers are the foundation of the agency, assisting with both transactional and relational aspects of the dynamic between policyholders, insurers, and agency personnel and perform the following, but not limited to;

Proactively support the producer and grow and maintain the client relationship though providing high-level

advice an excellence in service., and lead and manage a team of account managers. Must be analytical, detailed, scheduled, focused, reliable, think ahead and connect the dots.

Excellent problem solver, strong coverage and market knowledge, great communicator, both oral and written.

High Performance Team Meetings

Binders

Policies, endorsements

Certificates of Insurance

Surplus Lines Compliance

Contribute to Client Retention through excellent service and follow through.

Build and maintain market relationships through marketing activities pre- and post-renewal.

Prepare written correspondence, reports and analysis as needed and document all correspondence in AMS360

Work with and assist accounting department on clients' aged receivables and account reconciliation

Deliver in-person presentations to clients in a professional and polished manner analyzing their insurance program and risk management needs.

Requirements

• Must know Vertafore's AMS 360 Management System
• Possess a positive and enthusiastic energy and attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication / interpersonal skills.
• Confident, self-starter who works well independently.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Property & Casualty insurance license is required.
• Display leadership competencies, including ability to delegate, engage, and inspire others.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Strong communication and negotiation skills.
30+ days ago