Apply on Employer Site

CalNonprofits Insurance Services · 3 months ago

Property & Casualty Account Manager

Capitola, CA

Full-time

Onsite

Mid Level

CalNonprofits Insurance Services is one of the top independent insurance agencies in the area, known for its integrity and first-class service. They are seeking a Property & Casualty Account Manager to cultivate relationships with clients, respond to inquiries, analyze insurance needs, and manage policy processes.

Financial ServicesInsuranceNon Profit

Responsibilities

Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers

Respond to clients, insurance carriers, sales team, and supervisors’ correspondence and requests in a timely, effective, and professional manner

Research and present answers to client questions about their policies and coverage

Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients

Analyze and compare current exposures to develop renewal or new business specs for marketing

Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate

Prepare proposals with the help of the sales team for client presentations

Execute accurate invoicing and financing tasks to meet deadlines

Process and check policies, endorsements, endorsement requests, and audits for accuracy

Manage, submit, and follow up with claims throughout the claims process

Prepare and manage timetables, summaries, and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy

Qualification

California Property & Casualty LicenseCommunication skillsTime managementOrganizational skillsBasic math skillsEmpathyMultitaskingPositive attitudeIntegrity