What are the responsibilities and job description for the Account Executive position at Panorama Insurance Associates, Inc.?
Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunities for both employees and affiliates. The Commercial Lines Insurance Account Manager will manage client accounts, build relationships, support business growth, promote insurance products, quote clients, and ensure accurate data entryall while upholding our core values, and covering you from every angle .
Responsibilities :
- Manage client accounts, coordinate services, and build relationships with clients, agents, and company reps
- Act as liaison between clients and carriers, providing coverage solutions and cost options
- Create renewal proposals, negotiate coverage, and collaborate with Producers and Marketing
- Conduct research, prepare documents, and ensure compliance with binding procedures
- Present proposals, bind coverage, and handle invoicing, endorsements, and cancellations
- Process and assist with claims, billing discrepancies, and customer service issues, assist with audits, and address coverage inquiries
- Issue certificates, binders, and ID cards while maintaining confidentiality
- Update systems, manage invoices and payments, and maintain accurate account / policy data
- Provide training and support for teammates and analyze renewal accounts for proper coverage
- Stay current on licensing, industry trends, and underwriting guidelines
- Represent the company professionally and adapt to evolving responsibilities in a dynamic, collaborative work environment
- Additional duties as assigned
Qualifications :
Certificates, Licenses, Registrations :
Commercial Lines Insurance Account Manager Benefits :
Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take steps to ensure that people with disabilities are provided with reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and / or to receive all other benefits and privileges of employment, please contact us.
The pay range for this role is :
70,000 - 90,000 USD per year(Roseville Office)
PI3482a8c946d4-31181-36571874
Salary : $70,000 - $90,000
