GREAT DIRECT HIRE OPPORTUNITY!

Account Manager - Small Business Unit

Account Managers in the Select Business Unit provide essential support in establishing and nurturing client relationships. While they occasionally collaborate with Account Executives, they primarily focus on delivering comprehensive insurance coverage and ensuring diligent account servicing for clients.

The estimated base salary range for this full-time position is $78k to $85k annually.

LOCATION: Irvine but will have to commute to Torrance occasionally, for onsite meetings

o Minimum 3 years' experience in commercial lines account management.

o Valid P&C license.

o Knowledge of AMS360 and Image Right a plus.

o Our SBU handles smaller revenue generating accounts.

Responsibilities

Essential Duties and Responsibilities

* Build and maintain strong client relationships through exceptional service and proactive communication.

* Collaborate with Account Executives and work directly with clients to understand their needs and provide tailored insurance solutions.

* Manage all aspects of assigned accounts, including policy changes, renewals, endorsements, certificates of insurance, audits, and cancellations.

* Review policies for accuracy and address discrepancies or coverage gaps as needed.

* Prepare and present insurance proposals, renewal documents, and coverage summaries.

* Identify upselling and cross-selling opportunities to support account retention and growth.

* Maintain accurate and organized client records and documentation in the Agency Management System.

* Respond promptly and professionally to client inquiries, service requests, and concerns.

* Stay informed on industry trends, regulatory changes, and market conditions to support informed client recommendations.

* Support day-to-day service activities, including ordering motor vehicle records, reviewing loss runs, and managing documentation.

* Participate in ongoing training and professional development.

* Ensure compliance with all company policies, procedures, and applicable regulations.

* Perform other duties as assigned.

Qualifications/Requirements

* High School diploma required; bachelor's degree preferred.

* A minimum of 3-5 years of relevant experience in the insurance industry, with a focus on commercial lines.

* Hold current and valid Property and Casualty insurance license.

* Willingness and ability to pursue industry certifications such as CISR, CIC, or CRM within 18 months.

* Ability to manage multiple priorities in a fast-paced environment.

* Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.

* Proficiency with the Microsoft Office Suite. Prior experience with AMS 360 and Image Right a plus

* Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.