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:
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
Respond to Account Executive, Producer, and client requests in a
timely, effective, and professional manner.
Request endorsements and policy changes to the insurance
Follow-up on invoicing discrepancies.
Set up and maintain policy files and computer files according to
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
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.
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
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.