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.