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P&C Account Manager - Must be licensed

Company: Orion Risk Management
Location: Newport Beach
Posted on: October 18, 2020

Job Description:

Overview

Orion Risk Management, an Alera Group Company is seeking to build a talent pipeline for the Account Manager position on the Property and 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!

As a full-service industry expert, Orion offers a broad range of insurance coverage in property-casualty, workers’ compensation, employee benefits, and captive solutions. In addition, we offer value-added services that elevate us above the ordinary brokerage firm. Specialty services include claims management, self-insured implementation plans, loss portfolio transfers, as well as programs specific within key industries such as construction, manufacturing, and wholesalers. We take pride in our client advocacy and ability to provide unique methods for our clients to minimize their costs. Orion, which was founded in 2001, is licensed nationwide and provides service to our clients from three Southern California locations. For more information, please visit: https://www.orionrisk.com/

The Account Manager works to maximize client retention by providing superior service to assigned clients and to maximize sales by assisting the Producer with obtaining and servicing new clients.

Responsibilities

Respond to Account Executive, Producer, and client requests in a timely, effective, and professional manner.

Request endorsements and policy changes to the insurance company.

Follow-up on invoicing discrepancies.

Set up and maintain policy files and computer files according to procedure.

Collect new and renewal data on assigned accounts.

Identify cross-selling opportunities and make market recommendations to Account Executive/Producer.

Negotiate with carriers to create the best combination of coverage and premium.

Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure client/prospect understanding of coverage.

Maintain the highest level of security and confidentiality regarding corporate and client-related information.

Attend and pass CIC courses with the goal of obtaining the CIC designation in a reasonable time frame.

Have knowledge and capability of handling the administrative and technical functions of an Assistant if needed.

Qualifications

High School Diploma.

Minimum two years prior experience as a Customer Service Representative or Account Manager in a retail insurance agency.

Completion of CISR designation or INS insurance courses. Attendance in CIC courses.

Fire & Casualty license.

Exceptional verbal, written, and communication/people skills.

Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.

Proficient in MS Office Suite.

Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

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.

Keywords: Orion Risk Management, Newport Beach , P&C Account Manager - Must be licensed, Other , Newport Beach, California

Click here to apply!

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