Assistant Commercial Lines Account Manager

The Juris Agency; Redlands (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading agency in Redlands, California is seeking a dedicated Commercial Lines Account Manager. This role involves managing client relationships, servicing policies, and providing support to clients throughout the claims process. The ideal candidate will be fully licensed and have relevant experience in the insurance industry, contributing to a collaborative and customer-focused office environment.

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Profit Sharing

Continuing Education & Licensing Reimbursement

Qualifications

• Fully licensed as a Property & Casualty Broker/Agent.
• 3 or more years of related experience in insurance.
• Previous experience as a CSR or Account Manager preferred.

Responsibilities

• Manage relationships with commercial insurance clients and ensure their needs are met.
• Analyze client policies and recommend appropriate insurance solutions.
• Assist clients with the claims process and maintain accurate records.

Skills

Customer Service

Client Management

Insurance Knowledge

Education

Associate's degree or greater

Job description

Job Description

Join Arroyo Insurance Services, Inc., an industry leader in delivering best in class risk management solutions to Southern California business since 1936. Located in the vibrant city of Redlands, California, we are committed to fostering a positive work environment and prioritizing client satisfaction.

Our team is seeking a dedicated Commercial Lines Account Manager to join us in providing top-tier service to our commercial clients. In this role, you will play a key part in managing, servicing, and growing a book of business by developing strong relationships with clients and ensuring their insurance needs are met.

If you are passionate about customer service, enjoy working in a collaborative environment, and thrive in a fast-paced setting, we invite you to be part of our team at Arroyo Insurance Services, Inc. Apply now to join a company that values both its employees and clients!

Benefits

Paid Time Off (PTO)###Health Insurance###Dental Insurance###Vision Insurance###Life Insurance###Disability Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###Profit Sharing###Continuing Education & Licensing Reimbursement###

Responsibilities

Support Senior Account Managers in providing day to day customer/policy service, new business/renewal policy marketing efforts, assist in back of house data entry, office clerical, and other administrative work. General areas of focus include;

• Client Management: Build and maintain relationships with commercial insurance clients, ensuring their needs are understood and addressed.
• Policies and Coverage: Analyze client policies, identify coverage gaps, and recommend appropriate insurance solutions.
• Renewals and Policy Servicing: Manage policy renewals, endorsements, and changes, ensuring accuracy and timeliness.
• Claims Support: Assist clients with the claims process, providing guidance and support to navigate insurance claims efficiently.
• Documentation: Maintain accurate client records, policy documentation, and communication logs.

Requirements

Assistant Account Managers must be fully licensed as a Property & Casualty Broker/Agent (sponsorship/probationary hire options available for the right candidate). An ideal candidate will also have;

• A basic understanding of insurance industry, Commercial Lines underwriting, products and coverage.
• Three (3) years or more of relevant professional work experience, but no less than one (1) years of specific insurance industry experience
• Previous experience/roles as a CSR, Account Manager, and/or Sales Support preferred
• An Associate's degree (A.A.) from two-year college or technical school , or greater (B.A., etc.) or comparable work experience