New Business Development Executive

Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunity for both employees and affiliates. The Personal 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 accounts, coordinate services, and maintain relationships with clients, agents, and carriers

Act as primary contact, ensuring coverage and cost solutions align with client needs

Negotiate coverage for new and renewal business, prepare and submit documents to carriers

Present proposals, bind coverage, handle invoicing, endorsements, and cancellations

Issue insurance certificates and maintain confidentiality

Update accounts / policies in Agency Management System and manage suspense accounts

Stay current on licensing, industry updates, and product knowledge

Represent the company professionally and balance collaboration with autonomy

Additional duties, as assigned

Qualifications :

5 years Insurance Personal Lines Insurance Account Management experience

High school diploma (or equivalent) required

Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)

Certificates, Licenses, Registrations :

Applicable state required Property & Casualty License

CISR preferred

High school department or equivalent required Bachelors degree is preferred but not required

Personal Lines Insurance Account Manager Benefits :

Medical : Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer

Dental : PPO plans with an option for no employee premium cost

Vision : PPO plan with no employee cost

FSA Account : Available for Medical and Dependent Care

HSA Account : Panorama contributes $1000 annually to qualified accounts

Commuter Benefits : Up to $600 per month contribution

Long-Term & Short-Term Disability : At no cost to the employee

Life and AD&D : At no cost to the employee and Voluntary Life is also available

Supplemental Plans : Offering a Critical illness and Hospital Indemnity Plan

Identity Theft : Provided at no cost for employee coverage

EAP : At no cost to anyone in the household

401k : With a match of 100% up to 5% of your earnings

PTO / FTO : Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO

Paid Holidays : 12 paid holidays annually

Flexible Work Options : Remote, hybrid and in-office options

Professional Development, licensing / accreditation, and growth plans

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 :

64,000 - 90,000 USD per year(Roseville Office)

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Salary : $64,000 - $90,000