Personal Lines Account Manager- Insurance

Full Time - Remote

Westlake Village, CA

Salary Range $70K-$90K

Our client seeks to be the strategic partner to healthcare clients in the attainment of their risk management objectives and financial goals. With all of their resources dedicated to the healthcare industry, they understand their clients' operations, financial goals, and objectives from health systems to individual practitioners.

Job Summary:

Responsible for managing day to day servicing of assigned portion of book of personal lines business through providing exceptional and innovative customer service and facilitating relationships between our firm, insurance carrier representatives and clients.

Primary Responsibilities and Duties:

• Management of day to day servicing of assigned portion of book of business adhering to company standards including but not limited to:

o Timely and accurate reporting of claims which could include: reporting matters to applicable carriers, coordination of carrier communication, assignment of defense counsel, adjuster assignment, evaluation of coverage, and guidance to insured throughout the claim process.

o Design, prepare and recommend insurance proposals for new and renewal business.

o Approach prospective clients and acquire new business through the penetration of existing clients. Discuss, suggest and present new coverage line options to existing clients as needed

o Regularly exercise discretion and independent judgment on significant accounts including but not limited to collecting and analyzing information regarding the client and assisting in product and pricing determinations, negotiating premiums, coverage enhancements, retention levels and

premiums on behalf of the client

o Work closely with clients to ensure their protected through our innovative and comprehensive insurance products.

• Provide various administrative and technical tasks in order to adequately support clients.

• Converse with clients and insurance carrier representatives regarding policy renewals, policy amendments, coverage terms and conditions, certificates of insurance and other insurance related matters.

• Resolve client issues and seek management involvement when needed.

• Maintain thorough knowledge regarding the insurance industry in general, the specifics coverage lines offered by the company, as well as the company’s business practices and procedures.

• Frequently arrange and attend meetings with clients and insurance carrier representatives, often accompanied by a supervisor but sole attendance is also required at times.

• Perform certain overlapping duties associated with the Assistant Account Manager position as needed

• Perform other duties and projects as assigned by Management, President or other Senior team members.

Job Qualifications:

• At least 5 years experience working with high net worth clients

Education/Certifications:

• Minimum high school graduate or equivalent.

• Possess and maintain a valid California Fire and Casualty License

Required Knowledge:

• Understanding of business service functions, insurance terminology and various lines of personal lines insurance.

• Knowledge of an Agency Management Systems is preferred

Skills/Abilities:

• Excellent customer service, verbal communication and listening skills and the ability to deal effectively across all levels of the business organization.

• Excellent written and email correspondence skills.

• Ability to maintain a professional and courteous relationship with all employees, clients and clients vendors

• Well-organized and attentive to detail.

• Ability to use PC, printer, scanners, phones, and basic business equipment.

• Use software programs: Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat

• Work well in a team atmosphere.

• Possess ability to learn new, varied skills and activities.

• Ability to coordinate multiple projects and adhere to deadlines in a fast-paced environment.

Position Type/Expected Hours of Work

Full Time Position – 40 hour work week

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this position, the employee is regularly required to sit, talk, hear, observe, type, see, use hands to finger, handle, or feel; bend or stoop; reach with hands and arms. The employee is frequently required to walk.

• Work occasionally requires heavy physical exertion and may include lifting up to 25 pounds.