Insurance Account Manager

Insurance Account Manager

Job Summary

Seeking a dedicated and detail-oriented Insurance Account Manager to join a growing team. This role is ideal for professionals with experience in either Commercial Lines (CL) or Personal Lines (PL) insurance who are eager to grow their careers in a supportive and collaborative environment. The position is based onsite in Petaluma and offers the opportunity to work with a diverse portfolio of accounts, including agricultural and personal lines. If you are passionate about providing exceptional client service and thrive in a family-oriented workplace.

Compensation Package

• Salary Range:
  • Personal Lines: $60,000 - $65,000
  • Commercial Lines: $70,000 - $75,000
• Benefits: Comprehensive health and life insurance packages
• Work Environment: Onsite, closed office space with a professional yet friendly atmosphere

Responsibilities

• Manage a portfolio of insurance accounts, with a focus on renewals, processing, Certificates of Insurance (COI), endorsements, and billings.
• Handle accounts primarily in the Commercial Lines sector, with a focus on agricultural clients.
• Quote new and renewal business as needed.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with team members to maintain a high standard of service and contribute to the agency's growth.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 2 years in insurance account management, preferably in Commercial Lines or Personal Lines. Experience with agricultural accounts is a plus.
• Technical Skills: Familiarity with Hawksoft software is preferred but not mandatory.
• Soft Skills:
  • Smart and quick learner
  • Personable and client-focused
  • Strong organizational and multitasking abilities
  • Willingness to learn and adapt in a dynamic environment
• Education: High school diploma or equivalent; additional certifications or training in insurance is a plus.

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