What are the responsibilities and job description for the Commercial Lines Insurance Account Manager position at Albano Dale Dunn & Lewis Insurance?
Albano, Dale, Dunn & Lewis Insurance Services, Inc. was established in 1957 with the goal of providing the highest quality of insurance products to the surrounding community. Our markets and our scope of operations have expanded since 1957 to where we now serve clients throughout all 50 states. Our staff has flourished and grown, while our main goal remains unchanged since inception. We strive to provide the best-carrier-at-the-best-price, with the finest service, for each of our clients.
Our Commercial Lines Account Managers work with Producers to maintain synergy between our insurance carriers and clients alike. Our Account Managers provide the highest quality of professional service to every customer. This includes answering questions, providing needed information and enhancing existing policies through getting to know your client base and their exposures.
RESPONSIBILITIES:
- Preparing quotations in carrier systems
- Work within our agency management system (AMS360)
- Handle servicing clients within multiple carrier systems
- Creating proposals and invoicing
- Processing insurance applications/endorsements/renewals
- Certificate and evidence creation when applicable
- Assisting clients with policy changes, claims processing, billing, etc.
NEED TO SUCCEED:
- California Insurance license required
- Demonstrated computer proficiency (Microsoft office products) including agency management systems (AMS software experience preferred)
- Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization
- Proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail and good attendance
Join the ADD&L team and watch your career grow! We offer competitive pay and a comprehensive benefits package including:
- Medical/Dental/Vision coverage, 401K, Life Insurance, Paid Holidays, Paid Time Off, & more.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
Experience:
- Insurance: 1 year (Preferred)
- Account management: 1 year (Preferred)
License/Certification:
- Property & Casualty License (Required)
Ability to Relocate:
- Orangevale, CA 95662: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000 - $75,000