Job Description

Job Description

• HOURS : 8 am to 5:30 pm
• DURATION : Direct Hire
• WORKPLACE : Hybrid schedule (4 days in-office, 1 day remote)
• PAY : Depending on experience, $100,000 – 120,000 base salary. (To qualify for 110k base salary +, candidate MUST HAVE 5 years recent commercial lines account manager experience & EPIC!)
• BENEFITS : This client offers a full comprehensive benefits package.
• Job Duties can include, but are not limited to : Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Complete submissions to market new and renewal accounts to insurance carriers.
• Prepare proposals, negotiate coverage terms and pricing.
• Work with underwriters to obtain additional information from clients.
• Explain payment requirements to new and existing clients.
• Requirements: Minimum five years’ experience recently working as a CL Account Manager, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Stable job history needed. Meaning 3+ years at prior jobs held.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience preferred!
• Must be an effective communicator; both written and verbal.
• Have strong editing and writing skills.
• Must be organized, able to multi-task and work in a team environment

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