Junior Account Manager

Socket.dev; Calabasas (CA); Hybrid; USD 61,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer contribution

PTO and paid holidays

Paid leave programs

Job summary

Poms & Associates in Calabasas, CA, seeks a Junior Account Manager to support Account Executives in managing and growing commercial insurance accounts. The role includes client relationship management, coverage analysis, marketing, and renewal strategy, with progression toward full account manager responsibilities.

The JAM will service an assigned book of small accounts, build relationships with clients, carriers, and underwriters, and assist with renewals, submissions, and day-to-day servicing

Qualifications

• Bachelor's degree preferred or equivalent experience in insurance or related field.
• Active Property & Casualty insurance license preferred.
• Minimum of four years of commercial insurance experience.
• Progress toward a professional insurance designation.

Responsibilities

• Independently service an assigned book of small commercial accounts.
• Build and maintain client, carrier, and underwriter relationships.
• Support renewal planning, retention efforts, and account growth initiatives.
• Review policies, endorsements, and coverage recommendations for accuracy.
• Process invoicing and related account transactions.
• Assist with proposals, submissions, and marketing efforts.
• Support Account Managers and Account Executives with various servicing activities.

Skills

Verbal communication

Written communication

Client relationship management

Analytical thinking

Multitasking

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Title: Junior Account Manager

We are seeking a Junior Account Manager (JAM) supports Account Executives in the management, retention, and growth of commercial insurance accounts. This role independently services an assigned book of smaller business while developing advanced skills in client relationship management, coverage analysis, marketing, and renewal strategy. The JAM serves as a technical resource to the support team and is expected to progress toward full Account Manager responsibilities.

Essential Functions & Responsibilities

• Independently service an assigned book of small commercial accounts
• Build and maintain client, carrier, and underwriter relationships
• Support renewal planning, retention efforts, and account growth initiatives
• Review policies, endorsements, and coverage recommendations for accuracy
• Process agency-billed invoicing and related account transactions
• Respond to client requests and provide proactive service
• Assist clients with policy changes, endorsements, certificates, and coverage questions
• Support assigned larger accounts through marketing efforts, submissions, proposal preparation, and day-to-day servicing activities
• Prepare carrier submissions, supplemental applications, and new business documentation
• Assist with quote comparison, coverage analysis, and renewal preparations
• Support new business efforts through AMS account setup and online rating platforms
• Assist Account Managers and Account Executives with proposals, renewals, submissions, solicitations, and marketing efforts. Mentor and assist in the development of CSR I and CSR II team members
• Support the service team with complex account servicing activities and coverage-related questions
• Assist with quality control efforts and promote adherence to department service standards
• Help balance team workload by assisting with priority, escalated, or time-sensitive requests
• Occasional travel may be required, including an expectation of quarterly visits to the company headquarters in Calabasas, California.

Required Skills & Attributes

• Exceptional verbal and written communication abilities and capable of conveying information clearly and simply, to and from a wide variety of individuals.
• Demonstrates a strong commitment to client and customer satisfaction; ability to make independent decisions and use good judgment in addressing and servicing client needs.
• Able to follow direction, work independently, and collaborate effectively with internal and external stakeholders; contributes to a positive and inclusive work environment.
• Possess strong analytical and problem-solving skills; demonstrates sound judgment in addressing and resolving issues of moderate complexity with available resources.
• Ability to make independent decisions and use good judgment; works independently with general oversight and collaborates effectively as part of a team.
• Show a genuine willingness to learn, coupled with intuition, resourcefulness, and coachability; may provide informal guidance or support to peers.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment; exhibits strong organizational skills and capable of efficiently multitasking while reprioritizing work assignments based on business needs.
• High level of attention to detail essential; possess strong analytical skills with attention to detail and accuracy; consistently produces quality work with minimal errors.
• Proficient knowledge of Microsoft Office Suite (Word, Excel, Outlook) and the willingness to learn and use all computer programs as required.
• Maintain confidential information with the utmost discretion; consistently adheres to all applicable privacy, compliance, and regulatory requirements.

Education & Experience

• Bachelor's degree preferred, or an equivalent combination of education and relevant work experience.
• Active Property & Casualty (P&C) insurance license required.
• Minimum of four (4) years of commercial insurance experience.
• Progress toward a professional insurance designation.
• Strong understanding of commercial insurance coverages and account servicing.

Work Schedule & Environment

This is a full-time position, and hours of operation for the office are typically Monday through Friday, 8:30a.m. to 5:30p.m. Occasional overtime may be required.

Remote/Hybrid/In Office (dependent on location)

Compensation

Salary Range: $61,000.00 - $88,000.00 per year dependent on experience

Benefits

• Medical, dental, and vision insurance
• FSA (traditional & dependent care)
• Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
• 401(k) with Safe Harbor employer contribution
• PTO, floating holidays, sick leave, and paid holidays
• Paid leave programs (jury duty, parental, volunteer, disability)
• Employee Assistance Program & discount programs
• Designation course reimbursement

About Poms & Associates:

At Poms & Associates, we redefine the insurance experience by offering innovative solutions for both business and personal insurance needs. With decades of experience and expertise, we are dedicated to helping clients stay protected and prepared. We believe that knowledge is the key to effective insurance and that proactive risk management is the smartest way to insure.

https://www.pomsassoc.com/

Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.

Poms & Associates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Poms & Associates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.