Insurance Relief™ has an opening for a commercial lines account manager in Fresno, California. This is a direct-hire position. You will be working in a small local office with the backing of a larger organization. The office has a family atmosphere and opportunities for personal and professional growth.
The person hired for the job should have the drive, determination and self-motivation to help build the business. He or she will be primarily responsible for servicing and maintaining existing accounts while uncovering opportunities for increasing business.
Responsibilities for the job include providing a high level of support to producers in maintaining and expanding business, managing a book of business with discretion, autonomy and decision making, providing professional, courteous service to clients, carrier representatives, underwriters, business partners, and company employees.
Other duties include account rounding through cross-selling; overseeing the preparation and implementation of all transactions, paperwork and internal processing for assigned accounts; acquiring an understanding of clients’ insurance objectives; and analyzing and comparing insurance plans to determine suitability.
The account manager also keeps abreast of changes in the insurance industry and other external conditions that may impact clients and makes appropriate recommendations to clients in response to those changes. He or she will also be responsible for overall retention of accounts in the assigned book of business, as well as managing, organizing and conducting meetings; documenting conversations with clients and carrier representatives; updating all notes in the agency management systems when necessary; and ensuring the accuracy of data in those systems.
Attending industry-related continuing education training and courses is also among the responsibilities of the job, as is supporting, mentoring and training lower-level account managers when needed.
The requirements for the job include the following:
- Three or more years as an account manager, as well as demonstrated proficiency in an account management role.
- A current P&C license.
- Excellent oral and written communication skills.
- The ability of offer superior customer service, as well as problem-solving skills.
- A demonstrated proficiency with computer systems, including, but not limited to, Microsoft Office and automated agency management systems.
- An ability to work in a team environment
- The ability to work a full-time schedule and travel on business when needed.
- An advanced professional designation, such as AAI, ARM or CIC is highly desirable.
Why should you work with Insurance Relief™? The reason is simple – we are insurance recruiting experts who work to understand your unique skills and needs. We work with brokers, carriers and third-party administrators to place you in the best position. Opportunities range from entry level to senior management. We take the time to really understand what your goals are, and then do our best to find opportunities that are right for you. Give us a call today – for this position or one of the many others available.