Demo

Account Manager- Insurance

TGG Accounting
Newport, CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Job Description

Job Description

Salary : $70,000-90,000 plus commission!

Our client in the insurance industry (property, commercial and residential) is looking for an Account Manager to join their growing team in Lake Forest, CA. This is a full-time and long term role, that is hybrid- two days a week in the office. There is a large book of business for you to start with and then expand as well.

Day-to-Day Duties :

  • Manage a $3 million book of business, including various industries
  • Support in business development for existing and potential clients
  • Ensure accuracy in coverage, dates, premiums, and other details
  • Facilitate communication between agents, underwriters, and clients
  • Handle cancellation and non-renewal notices in a timely manner
  • Respond to service-related requests from internal teams, reinsurers, and clients
  • Manage certificates, resolve queries, and provide quotations and binders
  • Oversee renewal activities and handle client accounting inquiries
  • Provide guidance to staff and ensure client retention
  • Maintain accurate data in the agency management system
  • Create proposals, follow up on signed forms and payments
  • Forward claims to carriers

Must-Have Requirements :

  • 5 years of experience in insurance sales
  • Knowledge of AMS 360 / Vertafore is highly preferred
  • P7C insurance license for California
  • Experience managing a multi-million-dollar book of business
  • Salary : Base of $75K-$90K plus commission on any new business brought in, end of year bonus, generous medical, dental and vision benefits, 401k, PTO and paid sick days.

  • Local candidates only please
  • Salary : $70,000 - $90,000

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