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Account Manager

Company: Alera Group
Location: Westminster
Posted on: November 17, 2022

Job Description:

The Brokerage, an Alera Group Company, is currently seeking a bright, motivated individual to join our team full-time as a Commercial Insurance Account Manager with opportunity for advancement. Responsibilities Work within our agency management system (EPIC) to service our client accounts including: - Renewal insurance marketing - Preparation of proposals of insurance - Processing of policy changes - Invoicing - Responding to client requests in a timely fashion - Responding to Account Executive and Producer requests in a timely fashion - Reviewing and advising on Policy Forms - Interacting with insurance underwriters in reference to client needs - Staying updated with current carrier/market conditions Qualifications - High School Diploma - Active California Property & Casualty Insurance License - Ability to work in a team setting - Positive attitude with solid interpersonal skills - Professional oral and written communication skills - Willingness to learn in a technical/professional field - Ability to organize/prioritize - At least 4-6 years as an assistant account manager or account manager - Proficiency in navigating a computer - Proficiency in Microsoft Office (Excel & Word) - Ability to do basic retail math (including fractions, percentages, etc.) - Ability to communicate clearly in English (Any second language is a plus but not required.) - Strong oral and writing skills Equal Opportunity Employment We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying. pandoIQ

Keywords: Alera Group, Westminster , Account Manager, Executive , Westminster, California

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