Account Manager Jobs

About The Position

Requirements

• 3 years property/casualty insurance experience, preferably with direct client contact.
• Aptitude working with Agency Management software Applied System Epic, preferred.
• Resident Insurance License in the state of CA.
• Pursue a program for professional development including attending and maintaining continuing education (CE) credit, as necessary for licensing.
• Understanding of most types of property/casualty insurance.
• Ability to analyze insurance policies and compare different coverage forms.
• Excellent organizational skills, including the ability to multi-task and comply with deadlines.
• Strong written and oral communication skills.
• Skilled in use of MS Office.

Nice To Haves

• Aptitude working with Agency Management software Applied System Epic

Responsibilities

• Manage policy renewals with markets and producers.
• Market new business submissions with markets and producers.
• Review and analyze various coverage forms.
• Prepare ACORD® or custom applications from information provided by producers and clients.
• Submit applications to various markets, tracking status and outcome of requests.
• Prepare proposals, transmit to clients, and address any questions from client or other staff.
• Communicate with clients, producers, and insurance markets to process coverage changes and respond to questions.
• Utilize our Agency Management System (Applied Epic) fully and adhere to internal process instructions.
• Check incoming policies, endorsements, and audits for accuracy. Prepare and transmit invoices to clients. Prepare premium finance agreements.
• Issue and manage binders and certificates of insurance for clients as needed.
• Generate surplus lines affidavits as needed.
• Handle telephone requests and written correspondence (internal and external).
• Maintain positive relationships with insurance markets, internal teams, and clients.
• Perform other specific duties and projects as assigned by management.

Benefits

• Generous healthcare plans
• Voluntary dental & vision plans
• 401(k) plan
• Flexible spending plans
• Health Savings Accounts (HSA)
• Paid time off
• Paid holidays
• Tuition reimbursement
• Short/long term disability
• Paid Parental Leave
• Employee Assistance Program (EAP)
• Employee Wellbeing Program
• Community involvement
• Life insurance