Insurance Account Representative

AppleOne Employment Services; Fresno (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary based on experience

Comprehensive health insurance plans

Retirement savings plan with company match

Paid time off and holidays

Professional development opportunities

Job summary

A professional staffing agency is seeking a skilled Commercial Lines Account Representative in California. You will manage a portfolio of commercial lines insurance accounts and build strong client relationships. The ideal candidate has over 3 years of insurance account management experience and excellent communication skills. Responsibilities include handling policy renewals and assisting clients with claims processing. This role offers competitive salary and comprehensive health benefits in a supportive work environment.

Qualifications

• Minimum of 3 years’ experience in commercial and personal lines insurance account management.
• Strong knowledge of insurance products, policies, and regulations.
• Proven ability to build and maintain client relationships.

Responsibilities

• Manage a portfolio of commercial lines insurance accounts.
• Develop and maintain strong relationships with clients.
• Handle policy renewals, endorsements, and cancellations efficiently.
• Assist clients with claims processing.
• Conduct regular reviews of clients’ insurance programs.

Skills

Client relationship management

Insurance product knowledge

Communication skills

Detail-oriented

Organizational skills

Education

Valid insurance license

Tools

Insurance management software

Microsoft Office

Job description

Looking for a Commercial Lines Account Representative. Are you a skilled insurance professional looking for a dynamic role where you can make a significant impact? We are seeking a dedicated Commercial Lines Account Representative to join our clients team and provide exceptional service to their clients.

Key Responsibilities

• Manage a portfolio of commercial lines insurance accounts.
• Develop and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
• Handle policy renewals, endorsements, and cancellations efficiently.
• Assist clients with claims processing and provide guidance throughout the claims process.
• Conduct regular reviews of clients’ insurance programs to ensure adequate coverage.
• Collaborate with underwriters and carriers to negotiate terms and secure the best coverage options for clients.
• Stay up-to-date with industry trends, regulations, and market conditions.

Qualifications

• Minimum of 3 years’ experience in commercial and personal lines insurance account management.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in insurance management software and Microsoft Office programs.
• Valid insurance license required.

Benefits and Perks

• Competitive salary based on experience (DOE).
• Comprehensive health insurance plans.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development and training opportunities.
• Supportive and collaborative work environment.

Contact Kim Tate for more details at 559-435-8762 or [e-mail]