Jobs · Business Development · California

Junior Account Manager

Poms & Associates · Calabasas, CA · 2 mo ago
On-siteBusiness Development$61k–$88k/yrFull-time

We are seeking a Junior Account Manager to support Account Executives in the management, retention, and growth of commercial insurance accounts. This role independently services an assigned book of smaller business while developing advanced skills in client relationship management, coverage analysis, marketing, and renewal strategy. The JAM serves as a technical resource to the support team and is expected to progress toward full Account Manager responsibilities.

Responsibilities

  • Independently service an assigned book of small commercial accounts
  • Build and maintain client, carrier, and underwriter relationships
  • Support renewal planning, retention efforts, and account growth initiatives
  • Review policies, endorsements, and coverage recommendations for accuracy
  • Process agency-billed invoicing and related account transactions
  • Respond to client requests and provide proactive service
  • Assist clients with policy changes, endorsements, certificates, and coverage questions
  • Support assigned larger accounts through marketing efforts, submissions, proposal preparation, and day-to-day servicing activities
  • Prepare carrier submissions, supplemental applications, and new business documentation
  • Assist with quote comparison, coverage analysis, and renewal preparations
  • Support new business efforts through AMS account setup and online rating platforms
  • Assist Account Managers and Account Executives with proposals, renewals, submissions, solicitations, and marketing efforts
  • Mentor and assist in the development of CSR I and CSR II team members
  • Support the service team with complex account servicing activities and coverage-related questions
  • Assist with quality control efforts and promote adherence to department service standards
  • Help balance team workload by assisting with priority, escalated, or time-sensitive requests
  • Occasional travel may be required, including quarterly visits to the company headquarters in Calabasas, California

Requirements

  • Active Property & Casualty (P&C) insurance license required
  • Minimum of four (4) years of commercial insurance experience
  • Progress toward a professional insurance designation
  • Strong understanding of commercial insurance coverages and account servicing

Qualifications

  • Exceptional verbal and written communication abilities
  • Strong commitment to client and customer satisfaction
  • Able to follow direction, work independently, and collaborate effectively with internal and external stakeholders
  • Strong analytical and problem-solving skills
  • Ability to manage multiple projects and meet deadlines in a fast-paced environment
  • High level of attention to detail and accuracy
  • Proficient knowledge of Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to maintain confidential information with discretion
  • Bachelor's degree preferred, or an equivalent combination of education and relevant work experience

Schedule

This is a full-time position, with office hours typically Monday through Friday, 8:30 a.m. to 5:30 p.m. Occasional overtime may be required. Remote, hybrid, or in-office work depends on location.

Pay

Salary Range: $61,000.00 - $88,000.00 per year dependent on experience.

Benefits

  • Medical, dental, and vision insurance
  • FSA (traditional & dependent care)
  • Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
  • 401(k) with Safe Harbor employer contribution
  • PTO, floating holidays, sick leave, and paid holidays
  • Paid leave programs (jury duty, parental, volunteer, disability)
  • Employee Assistance Program & discount programs
  • Designation course reimbursement

About the Company

At Poms & Associates, we redefine the insurance experience by offering innovative solutions for both business and personal insurance needs. With decades of experience and expertise, we are dedicated to helping clients stay protected and prepared. We believe that knowledge is the key to effective insurance and that proactive risk management is the smartest way to insure.

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