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Commercial Lines Insurance Account Manager

companyPacific United Insurance
locationSan Diego, CA, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

** Candidate must have an active California Property and Casualty License and previous Commercial Lines Insurance experience to be considered**

At Pacific United Insurance, we pride ourselves on fostering a welcoming and friendly office culture within a fast-paced environment. As a boutique commercial agency, we offer personalized service to our clients and maintain an open, airy workspace where every team member has their own desk.

We are seeking a Commercial Lines Insurance Account Manager to join our team. In this role, you will be responsible for managing commercial insurance accounts, providing excellent customer service, and ensuring the smooth workflow of our office operations.

Apply Today! Join our team at Pacific United Insurance and become part of a supportive and laid-back work environment where you can grow both personally and professionally. Apply now to embark on an exciting career in commercial insurance with us!

Benefits

Annual Base Salary Based on Experience

Bonus Opportunities

Flexible Hours/Flexible Schedule

Paid Time Off (PTO)

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

401k Plan

Career Growth Opportunities

Mentorship

Hands-On Training

Performance Bonuses

Equipment Provided

401k w/ Company Match

Health Insurance

Dental Insurance

Monthly Team Lunches

Responsibilities

  • Nurture strong customer relationships and aim to increase client retention and product loyalty.
  • Continue to look for and recognize opportunities to cross-sell/account rounding.
  • Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
  • Assist clients in navigating their insurance policies and answering any questions they may have.
  • Issue Insurance Documentation (COI, ID cards, etc.)
  • Handle online ratings, deliver presentations of quotes and proposals, and effectively manage the renewal process.

Requirements

  • Candidate must have an active California Property and Casualty License with 1 year of previous insurance/customer service experience.
  • Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
  • Basic computer software knowledge. Agency Management System (AMS) is a BONUS.
  • Set ambitious sales and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
  • Communicate effectively through written and verbal means, both with clients and team members, to provide clear, concise, and informative responses.
  • Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
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