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Account Manager

Robert E Harris Insurance Agency Inc
Costa Mesa, CA Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/7/2025

Company Description

Robert E Harris Insurance Agency Inc is a reputable insurance company located in Costa Mesa, CA, United States. We specialize in providing a wide range of insurance products and services to meet the needs of our diverse clientele. Our agency is committed to delivering exceptional customer service and building long-term relationships with our clients. If you are looking to join a dedicated team of professionals in the insurance industry, this is the right place for you.


Role Description

This is a full-time hybrid role for an Account Manager located in Costa Mesa, CA, with some flexibility for remote work. The Account Manager will be responsible for managing client portfolios, ensuring client satisfaction, and developing strong client relationships. Daily tasks include handling policy renewals and changes, providing clients with insurance advice and solutions, processing claims, and communicating with underwriters. The Account Manager will also play a key role in identifying new business opportunities and maintaining detailed records of client interactions.


Qualifications

  • Experience in client account management and customer service
  • Knowledge of insurance products and services
  • Strong communication and interpersonal skills
  • Detail-oriented with excellent organizational skills
  • Proficiency in using insurance software and office applications
  • Ability to work independently and in a team environment
  • Experience in sales or business development is a plus
  • Bachelor's degree in Business, Finance, or a related field preferred

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