Account Manager - Commercial Lines

Crest Insurance Group • San Diego, CA

6d

About The Position

Crest is looking for a top-notch Commercial Lines Account Manager. This is an opportunity to have a career in a fast-growing insurance brokerage firm. We have locations in Arizona, Colorado, California, Nevada, Texas and Wyoming servicing customers in all 50 states.

Requirements

• Must have and maintain a current Property & Casualty Insurance license.
• High School Diploma/GED and 3 to 5+ years related experience
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.

Nice To Haves

• Bachelor's degree
• Previous experience working in EPIC and CSR24

Responsibilities

• Develops relationships with clients and prospects, partnering with Producer(s) to service and retain assigned client accounts
• Assists Producer(s) in identifying and recommending appropriate coverages to clients and prospects to comfortably solicit increases in coverage or rounding out accounts at every service contact.
• Assist Producer(s) in coordinating with marketing during the marketing and quotation process, creating Summaries of Insurance and Proposals of Insurance
• Educate clients and prospects on coverages, important exclusions, and other documentation requirements.
• Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, and similar documents for accuracy and communicate changes successfully to the carrier.
• Confirm all coverage is bound
• Issue binder or obtain binders from wholesalers on behalf of customers as needed.
• Incorporate the capabilities of the Agency management system into the daily workflow
• Assists with clients' access & utilization of the Client Portal
• Performs timely and accurate invoicing per agency policy and procedure
• Other duties as assigned.

Benefits

• At Crest, we pride ourselves on providing an exciting, collaborative workplace along with a generous and highly competitive benefits package. Benefits at Crest extend above and beyond what most companies provide their employees. It is an amazing piece of your total compensation package.
• Crest is an equal opportunity employer, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees