The Account Manager provides excellent client service in order to maximize client retention and works with the Producer to obtain new clients.

Job Locations: Pasadena & Corona (Hybrid)

Position Benefits:

• Excellent salary and performance bonuses
• Comprehensive employee benefits including; major medical, dental, vision, life, long term disability, and a 401k plan with employer matching contribution
• Generous Paid Time Off (PTO) schedule
• Positive and professional work environment
• Excellent career advancement potential to an Account Executive position
• Paid licensing and paid continuing education including; CISR, CIC, and CRM
• Comprehensive initial orientation and ongoing training are provided

Primary Responsibilities:

• Respond to client requests in a timely and effective manner
• Respond to Producer requests in a timely and effective manner
• Request endorsements and policy changes to the insurance company
• Maintain Applied Epic and Shared drive computer files according to procedures
• Work with the client to obtain new and renewal information
• Work with the Producer to decide where to market new business and renewals
• Create Acord applications in Applied Epic to market to insurance companies
• Market Acord applications to select insurance companies
• Communicate effectively with underwriters to market and service clients and prospects
• Negotiate with underwriters to create the best combination of coverage and premium
• Review quotes received for coverage completeness and accuracy
• Create proposals for the Producer to present to clients and prospects
• Bind coverage with the appropriate insurance companies
• Issue certificates and vehicle ID cards, with the Account Manager Assistant’s help
• Provide proactive daily client service
• Prepare coverage summaries to present to clients and prospects
• Participate in insurance company meetings

Qualifications:

• California Fire and Casualty License
• Experience working with Applied Epic
• High school diploma
• Obtain or maintain CIC or ARM credential
• Professionalism
• Excellent people skills
• Several year’s experience as an Account Manager in a retail insurance agency