Senior Commercial Insurance Account Exec - Remote CA

Premier Talent Partners; Novato (CA); Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Job summary

Premier Talent Partners is seeking an experienced insurance professional for a remote-based role in California. You will oversee account service activities, renewals, and client communications, driving efficient processes and accurate documentation.

The ideal candidate holds a Bachelor's degree, a CA Fire & Casualty license, and advanced designations such as CPCU or CIC. Proficiency with AMS 360/EPIC and MS Office is essential, with strong presentation and organizational skills.

Qualifications

• Bachelor’s degree and 10+ years in insurance with progressive responsibilities.
• Active California Fire & Casualty license required.
• Advanced designations such as CPCU or CIC preferred.
• Solid knowledge of insurance terminology, industry trends, and lines of Business Insurance.
• Proficient with MS Office Suite (Word, Excel, Outlook).
• Ability to prioritize tasks and present information clearly in writing and speech.
• Experience with AMS 360 or EPIC agency management software.

Responsibilities

• Oversee all ongoing account service activities.
• Process endorsements, cancellations, claims, and related tasks.
• Coordinate carrier marketing selection and quoting information from clients.
• Prepare and deliver proposals, policies, and summary documents.
• Maintain up-to-date Insurance Summaries for all accounts.
• Meet with producers regularly to review client needs and updates.

Education

Bachelor's degree

California Fire & Casualty Insurance license

CPCU or CIC designations

Tools

AMS 360

EPIC

MS Office (Word, Excel, Outlook)

Job description

Premier Talent Partners is seeking an experienced insurance professional for a remote-based role in California. You will oversee account service activities, renewals, and client communications, driving efficient processes and accurate documentation.

The ideal candidate holds a Bachelor's degree, a CA Fire & Casualty license, and advanced designations such as CPCU or CIC. Proficiency with AMS 360/EPIC and MS Office is essential, with strong presentation and organizational skills.