Junior Account Manager

Poms & Associates Insurance Brokers LLC • Fresno, CA

1h • $61,000 - $88,000 • Hybrid

About The Position

We are seeking a Junior Account Manager (JAM) supports Account Executives in the management, retention, and growth of commercial insurance accounts. This role independently services an assigned book of smaller business while developing advanced skills in client relationship management, coverage analysis, marketing, and renewal strategy. The JAM serves as a technical resource to the support team and is expected to progress toward full Account Manager responsibilities.

Requirements

• Exceptional verbal and written communication abilities and capable of conveying information clearly and simply, to and from a wide variety of individuals.
• Demonstrates a strong commitment to client and customer satisfaction; ability to make independent decisions and use good judgment in addressing and servicing client needs.
• Able to follow direction, work independently, and collaborate effectively with internal and external stakeholders; contributes to a positive and inclusive work environment.
• Possess strong analytical and problem-solving skills; demonstrates sound judgment in addressing and resolving issues of moderate complexity with available resources.
• Ability to make independent decisions and use good judgment; works independently with general oversight and collaborates effectively as part of a team.
• Show a genuine willingness to learn, coupled with intuition, resourcefulness, and coachability; may provide informal guidance or support to peers.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment; exhibits strong organizational skills and capable of efficiently multitasking while reprioritizing work assignments based on business needs.
• High level of attention to detail essential; possess strong analytical skills with attention to detail and accuracy; consistently produces quality work with minimal errors.
• Proficient knowledge of Microsoft Office Suite (Word, Excel, Outlook) and the willingness to learn and use all computer programs as required.
• Maintain confidential information with the utmost discretion; consistently adheres to all applicable privacy, compliance, and regulatory requirements.
• Bachelor's degree preferred, or an equivalent combination of education and relevant work experience.
• Active Property & Casualty (P&C) insurance license required.
• Minimum of four (4) years of commercial insurance experience.
• Strong understanding of commercial insurance coverages and account servicing.

Nice To Haves

• Progress toward a professional insurance designation.

Responsibilities

• Independently service an assigned book of small commercial accounts
• Build and maintain client, carrier, and underwriter relationships
• Support renewal planning, retention efforts, and account growth initiatives
• Review policies, endorsements, and coverage recommendations for accuracy
• Process agency-billed invoicing and related account transactions
• Respond to client requests and provide proactive service
• Assist clients with policy changes, endorsements, certificates, and coverage questions
• Support assigned larger accounts through marketing efforts, submissions, proposal preparation, and day-to-day servicing activities
• Prepare carrier submissions, supplemental applications, and new business documentation
• Assist with quote comparison, coverage analysis, and renewal preparations
• Support new business efforts through AMS account setup and online rating platforms
• Assist Account Managers and Account Executives with proposals, renewals, submissions, solicitations, and marketing efforts. Mentor and assist in the development of CSR I and CSR II team members
• Support the service team with complex account servicing activities and coverage-related questions
• Assist with quality control efforts and promote adherence to department service standards
• Help balance team workload by assisting with priority, escalated, or time-sensitive requests
• Occasional travel may be required, including an expectation of quarterly visits to the company headquarters in Calabasas, California.

Benefits

• Medical, dental, and vision insurance
• FSA (traditional & dependent care)
• Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
• 401(k) with Safe Harbor employer contribution
• PTO, floating holidays, sick leave, and paid holidays
• Paid leave programs (jury duty, parental, volunteer, disability)
• Employee Assistance Program & discount programs
• Designation course reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level