SPG - Specialty Program Group ยท 1 month ago
Bilingual Associate Account Manager, Insurance
Napa, CA
Full-time
Onsite
Entry Level
$24.50/hr - $26.50/hr
1+ years expSpecialty Program Group is a leading global insurance broker that partners with specialty businesses to optimize their operations. The Bilingual Associate Account Manager will assist customers throughout the insurance policy lifecycle, conduct reviews of insurance documents, and provide support to department Account Managers while ensuring high-quality service to clients.
FinanceImpact InvestingInsuranceMarketing
Responsibilities
Customer assistance throughout the insurance policy lifecycle
Conduct detailed review of insurance documents upon receiving submissions
Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies
Document information, follow up if necessary, and answer questions/concerns timely for clients
Provide detailed communications & summary of deficiencies to customers/agents
Provide administrative and transactional support to department Account Managers
Learn and conduct basic claim procedures such as claim verification, distribution & escalations
Service claim deductible calls and other billing issues and discrepancies
Meet quality assurance requirements and other key performance metrics
Attend and participate in weekly team meetings
Provide primary backup support to Reception duties including in/outbound calls, mail, etc
Qualification
Required
Bilingual: Fluent and proficient in English and Spanish required
Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint)
Must be able to have good judgement to make informative decisions when considering coverage exceptions/overrides, etc
Strong oral & written communication skills
Adhere to employee manual including confidentiality requirements
Comply with Carrier partner(s) service practices, program guidelines & procedures
To assure that PHP brands are presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community
Provide additional support to Department Manager on special tasks/projects as needed
To process all Urgent tasks within two hours of receipt, by the end of business at the very least
Coordinate/manage relationships with our vendors to ensure all clients' requirements and expectations are exceeded
To Treat all employees with respect and courtesy in all business and personal matters
Must to obtain a Property & Casualty Insurance License within 9 months of employment
1-2 years of relevant experience
High school or equivalent
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity and commissions for some positions
Company
SPG - Specialty Program Group
Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Spindler
Chief Product Officer
Recent News
2025-12-17
Company data provided by crunchbase