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Account Manager - Property & Casualty

Company: Alera Group
Location: Newport Beach
Posted on: June 9, 2024

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 on our Property & Casualty team! -Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? - -Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? - -If that is what you're looking for, this is your chance to be part of an amazing organization! -Although our name sounds somewhat generic, our beliefs are anything but. The Brokerage was a natural evolution of the foundational principles ingrained over the years at The Wooditch Company. The concept of "Determined Advocate" for our clients is not merely an ideal or goal but a thought-to-action process that demands a perspective from our clients' vantage. -Our service protocols demand constant calibration to ensure our actions are dictated by this mandate. Our clients entrust us as their fiduciary and rely on our consultative stewardship. ----We believe our clients' needs are always a priority. Honesty, integrity and consideration are the underpinnings of our firm. These values guide our processes, affirm our decisions and provide direction for our training and growth. Our team members share a common desire to serve and have fun.
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
    • 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
      -We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more. -Salary: Starting at $80,000+ DOE - -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#LI-MM1PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:NEWPORT BEACH, CA-92658

Keywords: Alera Group, Newport Beach , Account Manager - Property & Casualty, Executive , Newport Beach, California

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