Orion Business Insurance and Risk Management Services, Inc. · 3 days ago
Licensed Insurance Property and Casualty Account Manager
Pasadena, CA
Full-time
Hybrid
Mid Level
$80K/yr - $100K/yr
3+ years expOrion Business Insurance and Risk Management Services, Inc. is seeking a Licensed Account Manager for Property & Casualty Insurance. The role involves providing excellent service to maximize client retention, obtaining new clients, and working closely with Producers to market insurance products.
InsuranceProfessional ServicesRisk Management
Responsibilities
Respond to client requests in a timely and effective manner
Respond to Producer requests in a timely and effective manner
Request endorsements and policy changes to the insurance company
Maintain Applied Epic and Shared drive computer files according to procedures
Work with the client to obtain new and renewal information
Work with the Producer to decide where to market new business and renewals
Create Acord applications in Applied Epic to market to insurance companies
Market Acord applications to select insurance companies
Communicate effectively with underwriters to market and service clients and prospects
Negotiate with underwriters to create the best combination of coverage and premium
Review quotes received for coverage completeness and accuracy
Create proposals for Producer to present to clients and prospects
Bind coverage with the appropriate insurance companies
Issue certificates and vehicle ID cards, with Account Manager Assistant’s help
Provide proactive daily client service
Prepare coverage summaries to present to clients and prospects
Participate in insurance company meetings
Qualification
Required
California Fire and Casualty License, required
Experience working with Applied Epic
High school diploma
Obtain or maintain CIC or ARM credential
Professionalism
Excellent people skills
Experience as an Account Manager in a retail insurance agency
California Property and Casualty Insurance License (Required)
Ability to Commute: Pasadena, CA 91105 (Required)
Preferred
Insurance Account Manager: 3 years (Preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Orion Business Insurance and Risk Management Services, Inc.
Orion Business Insurance and Risk Management Services, Inc. is a privately held, risk management and insurance brokerage firm.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase