Insurance Account Manager: Client Service & Growth

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

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