Assistant Account Manager - Commercial Lines

Clear Destination Inc.; Gold River (CA); On-site; USD 45,000 - 70,000; Full time

Job summary

Clear Destination Inc. in California seeks an Insurance Account Specialist to service existing clients, quote and place coverage with carriers, and support Producers in growing the business.

You will review policies, manage renewals, gather information for applications, prepare proposals, and communicate with insureds and underwriters to ensure accurate coverage. Ideal candidates have an Associate's degree or equivalent, a valid Insurance License, 4+ years of related experience, and a strong

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four or more years of related insurance industry experience.
• Valid Insurance License and CE requirements maintained.
• Excellent verbal and written communication and customer service skills.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes.
• Negotiates prices, commissions, and/or coverages with carriers.
• Reviews policies, identifies deficiencies and determines appropriate level of coverage.
• Manages renewal process for expiring policies.
• Gathers information for applications.
• Prepares proposals for clients.
• Researches requests for information from underwriters.
• Composes correspondence to insured and/or underwriters.
• Binds insurance coverage and prepares insurance binders.
• Complies with agency management system data standards and data integrity.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

Typing 30-35 wpm

MS Office

Education

Associate's degree or equivalent

4+ years related experience

Insurance License

Tools

Agency management system

Job description

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Packages and markets applications to various carriers to obtain quotes;
• Negotiates prices, commissions, and/or coverages with carriers;
• Reviews policies, identifies deficiencies and determines appropriate level of coverage;
• Manages renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
• May participate in client meetings to review coverage;
• Gathers information for applications;
• Prepares presentations and proposals for clients;
• Researches requests for information from underwriters;
• Composes correspondence to insured and/or underwriters;
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
• Prepares draft certificate templates for review and approval;
• Analyzes certificate requests and ensures clients needs are met;
• Inputs applications and creates letters, and other forms of correspondence;
• Binds insurance coverage and prepares insurance binders;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associate's Degreeor equivalent combination of education and experience
• Four (4) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office Suite