Property and Casualty Account Manager

Job Details:

We are seeking a dynamic and experienced Permanent Property and Casualty Account Manager to join our team. This position is a key role within our Accounting + Finance industry, where you will be responsible for managing a portfolio of commercial lines. You will be the main point of contact for all matters specific to your customers and will be expected to build and maintain strong, long-lasting client relationships.

Responsibilities

• Manage a portfolio of accounts to achieve long-term success.
• Develop positive relationships with clients, acting as the lead point of contact for all matters specific to your portfolio.
• Generate new business using existing and potential customer networks.
• Resolve conflicts and provide solutions to customers in a timely manner.
• Supervise account representatives to ensure sales increase.
• Report on the status of accounts and transactions.
• Set and track sales account targets, aligned with company objectives.
• Monitor sales metrics (e.g. quarterly sales results and annual forecasts).
• Suggest actions to improve sales performance and identify opportunities for growth.
• Participate in cold calling to develop new business opportunities.
• Stay up-to-date with new product launches and ensure sales team members are on board.

Qualifications

• Proven work experience of 5+ years as a Property and Casualty Account Manager or relevant role in the Accounting + Finance industry.
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization.
• Solid experience with CRM software and MS Office (particularly MS Excel).
• Experience delivering client-focused solutions to customer needs.
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
• Excellent listening, negotiation and presentation abilities.
• Strong verbal and written communication skills.
• Bachelor's Degree in Business Administration, Sales or relevant field.
• Proficiency in commercial lines, general liability, workers compensation, and commercial auto.
• Experience in cold calling and account management.
• Insurance industry certifications and licenses are a plus.

A bit about us: Our agency has been a key partner in helping our clients make informed insurance and financial decisions to protect their most valued assets since 1989. Our deep commitment to our clients and trusted partners are represented in our core values. We believe education is the highest form of “Service”. We exist to exceed expectations and are committed to the growth and financial security of our clients, as well as our employees. By careful and regular consideration to your needs, we work as a team with integrity and innovation in mind. Our dedication to constant improvement and growth is achieved by adopting practices we value and give value to our clients, forever raising the bar.

Why Join Us?

• Competitive Salary
• Great Benefits (Medical, Dental and Vision)
• 401k Match
• Generous paid time off
• Training
• Career Advancement
• Funny, energetic working environment

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state, and local laws regarding consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy