Job Description

Commercial Lines Insurance Account Manager needed for an Insurance Agency located in Costa Mesa, CA!

This position is a Commercial Lines Account Manager role, which means the Account Manager will be handling Client Manager duties for teams throughout the Commercial department as needed. The book is varied risks, but will include real-estate, construction and more. Knowledge of these types of risks is not required.

• HOURS: Flexible schedule; 8 am – 5 pm
• DURATION: Direct Hire
• WORKPLACE: 100% remote position. Candidate must reside in California and be able to go into one of the following locations as needed: San Diego, Costa Mesa, Los Angeles (Ventura or Agoura Hills), Bakersfield, San Jose, or Sacramento.
• BENEFITS: This client offers a full comprehensive benefits package.

Job Duties will include, but are not limited to:

Able to successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.

• Assist with insurance reviews.
• Process renewal and new business.
• Explain payment requirements to new and existing clients and provide past due follow-up.
• Provide outstanding customer service and teamwork and seek to improve whenever possible.

Requirements:

• Minimum of 3-5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience is preferred but not mandatory.
• Ability to deal with problems involving several concrete variables in standardized situations.

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