Associate Client Manager – Surety

Jobtailor; Tustin (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in California is seeking an experienced Insurance Account Manager to advise on risk management, renewals, and policy placements for assigned accounts.

You will manage endorsements, invoicing, and communications with clients and Insurance Company Partners, build carrier relationships, and identify opportunities to improve processes.

A 2-20 state license is required or expected to be obtained within 90 days; 3–5 years of related insurance experience and a Bachelor's degree are preferred.

Qualifications

• Ability to forge relationships with key insurance markets and carrier representatives.
• Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects.
• Ability to work as part of a team of professionals and build relationships with other Firm business segments.
• Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture.
• At least 3-5 years of related insurance experience, or associated industry experience.
• Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment.
• Bachelor's degree preferred

Responsibilities

• Gather information and risk management recommendations for renewals and deliver renewals and/or binders as needed.
• Assist in managing all policy activity aspects of assigned accounts, including endorsements and invoicing.
• Maintain timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential errors and omissions claims.
• Receive phone calls and office visitors requesting quotes, changes to existing coverage, and/or new policies.
• Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable.
• Review existing accounts to determine whether additional lines of insurance should be solicited and solicit them by mail and/or phone prior to renewal.
• Cultivate strong relationships with Insurance Company Partners and know carrier requirements and attributes.
• Identify opportunities to improve the firm, business segment, and processes.
• Bring issues and discrepancies to appropriate leadership.
• Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects while providing prompt, efficient, high-quality service for designated accounts

Skills

Relationship Building

Insurance Market Knowledge

Risk Analysis

Team Collaboration

Attention to Detail

Communication

Problem Solving

Education

Bachelor's degree preferred

Tools

Underwriting Knowledge

Policy Management

Endorsement Processing

Insurance Coverage Analysis

Job description

• Gather information and risk management recommendations for renewals and deliver renewals and/or binders as needed
• Assist in managing all policy activity aspects of assigned accounts, including endorsements and invoicing
• Maintain timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential errors and omissions claims
• Receive phone calls and office visitors requesting quotes, changes to existing coverage, and/or new policies
• Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable
• Review existing accounts to determine whether additional lines of insurance should be solicited and solicit them by mail and/or phone prior to renewal
• Cultivate strong relationships with Insurance Company Partners and know carrier requirements and attributes
• Identify opportunities to improve the firm, business segment, and processes
• Bring issues and discrepancies to appropriate leadership
• Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects while providing prompt, efficient, high-quality service for designated accounts

Requirements

• Ability to forge relationships with key insurance markets and carrier representatives
• Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
• Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
• Ability to work as part of a team of professionals and build relationships with other Firm business segments
• Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture
• At least 3-5 years of related insurance experience, or associated industry experience
• Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment
• Bachelor's degree preferred

Core Competencies

Demonstrates strong technical knowledge of general insurance market conditions and the ability to analyze complex risk exposures while providing high-quality service to clients. Capable of building relationships with insurance markets and carrier representatives, ensuring effective risk management consulting.

Highest-signal resume keywords

• Insurance Market Knowledge
• Risk Analysis
• Client Relationship Management
• 2-20 State Insurance License
• Team Collaboration

Hard Skills

• Risk Management
• Policy Management
• Underwriting Knowledge
• Insurance Coverage Analysis
• Endorsement Processing

Soft Skills

• Relationship Building
• Communication
• Problem Solving
• Attention to Detail

Certifications & Qualifications

• 2-20 State Insurance License

Industry Keywords

• Insurance Industry
• Risk Transfer Solutions
Insurance Company Partners Insurance Carrier Underwriting Claims Management