Jobs · Finance

Commercial Lines Account Manager

Inszone Insurance Services · Temecula, CA · 1 mo ago
FinanceFull-time

About the role

The Commercial Insurance Account Manager role supports the sales of and provides service for commercial insurance customers. This role is responsible for changes, updates, and value-added services.

Responsibilities

  • Answer client’s questions regarding payments and notices.
  • Process endorsements for clients.
  • Manage a diverse book of house accounts.
  • Cross-sell additional lines of business to existing customers.
  • Support designated sales staff.
  • Review and respond to renewal activities.
  • Follow up and see tasks thru to completion.

Qualifications

  • Insurance Experience – Active Property & Casualty License required. Insurance experience necessary.
  • Multi-tasking – Ability to successfully manage different projects and tasks in a fast-paced environment.
  • Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
  • Organization – Ability to plan and operate in a well-organized manner.
  • Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.

Benefits

  • Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
  • Health Savings Account.
  • Short-Term and Long-Term disability options.
  • Paid time off, accrued paid sick days and time off to devote to your favourite charity.
  • Paid Holidays, including the day after Thanksgiving.
  • 401K retirement program with company contribution matching.
  • Access to our Employee Assistance Program.

What We Are About

Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career. We are proud to have a culture of professionalism and teamwork that allows you to learn, grow, and more importantly enjoy what you do, while cultivating profitability, productivity, professionalism, and longevity.

Values

  • Profitable.
  • Professional.
  • Honest.
  • Positive.
  • Collaborative.
  • S supportive.
  • Committed.
  • Accountable.

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