Job Feed

Commercial Lines Account Manager

2018-10-17T13:36:01-07:00

Commercial Lines Account Manager

We are looking for an experienced Commercial Lines Account Manager to provide exceptional customer service to our client’s valued customers on a daily basis. As an Account Manager for our client you will be joining one a of the top 10 P&C brokerages in the Sacramento area.

Primary Responsibilities of the Commercial Lines Account Manager:

Service current accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Rounding out accounts with recommendations on addition coverages
Negotiation with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Minimum 4 years of Commercial Lines experience (construction background a plus)
Broad knowledge of commercial coverage and markets
Current P&C license
CIC, CISR, CRIS or similar designation a plus
Knowledge of Microsoft office Suite and TAM a plus

Benefits & Compensation:

Base salary plus discretionary bonus available
Medical Benefits
Vacation, sick time and retirement plan

Why Insurance Relief™?
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third party administrators to locate and place the best people for positions ranging from entry level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Contact us today! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4440

Senior Claims Rep - Professional Liability - Medical Malpractice

2019-02-05T19:38:53-08:00

Senior Claims Representative – Professional Liability

Responsibilities

The Senior Claims Representative will coordinate, manage and properly direct the complex handling of general liability and professional liability claims with very little supervision. Must be in accordance with mandated state claims handling guidelines.

Our client is looking for someone who is highly experienced in medical malpractice claims, TORT claims, working with outside counsel and managing the claim from start to finish. Has experience handling many different claims and resolutions. The ideal candidate would be someone with lead/manager experience and looking to take on more responsibility in time. The department would benefit from someone who is collaborative, a creative problem solver, team oriented, and enjoys training/supporting other team members.

This position would report to the Claims Manager, and would work on a team of 6 with varying degrees of claims handling experience. At this time, the position doesn’t offer a remote work schedule. Typical office hours are 830am-530pm with some flexibility based on dept. needs.

Qualifications

High School diploma. Bachelor’s degree preferred
Minimum of 8 years’ general and professional liability litigation/claims experience
Advanced degrees in medicine, law, or related areas desirable
Advanced knowledge of general and professional liability coverage, legal principles, contracts, insurance codes, California Tort Law pleadings and court procedures required
Requires the ability to review legal documents and make coverage decisions
Proven analytical skills vital to decision making and resolve conflict in such areas as application of coverage to submitted claims, application of policy exclusions and exceptions, application of laws of jurisdiction to investigate facts
Excellent written and verbal communication skills necessary to effectively communicate and/or negotiate with attorneys, agents, policyholders, claimants, and general public
Demonstrated leadership capabilities to effectively train, coach, and provide feedback to less experienced associates
Proven personal computer skills with adept use of claims and business software

Benefits

Competitive pay and benefits
401k match, profit sharing
Education reimbursement
Employee Wellness Program
Casual Fridays
Learning and leadership opportunities

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - Sacramento

2019-03-25T14:47:20-07:00

Commercial Lines Account Manager – Insurance
Sacramento, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a large book of business? We are looking for a Commercial Lines Account Manager with high-energy, who is team-oriented, people-friendly and professional. If you thrive in the excitement of meeting deadlines and objectives and exceeding client expectations we want you.

Experience dealing with large accounts and a fast-paced desk are an absolute must. Of course, exceptional customer service is also imperative. We are looking for a detailed, production-focused person to join this team.

Duties will include:

Responsible for staying in direct contact with clients and providing excellent customer service
Consult with clients on coverage options and offer the most appropriate coverage for the client
Responsible for marketing new and renewal business
Developing and maintaining relationships with carriers
Processing binders and confirmation of coverage to clients
Handling certificates and change requests
Audit processing
Initial review of policies and preparation of coverage breakdowns
Responding to correspondence, telephone and in-person inquiries from insureds regarding coverage, policy changes, premium payments and related matters
Receiving and reviewing quotes for accuracy
Creating and preparing proposals for clients
Assisting in gathering of renewal exposure information with producer
Performing other job related duties as assigned

Job Qualifications:

P&C license required
3+ years of Commercial Lines Account Management experience
Excellent oral and written communication skills
Ability to function in a team environment
In-depth knowledge of various insurance coverages, products and agency procedures

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Underwriter

2019-03-05T13:12:47-08:00

Commercial Underwriter – Ranch Cordova, CA

Are you a Commercial Underwriter looking for an opportunity for growth? Our client in the Sacramento area is looking for an experienced, highly motivated Commercial Underwriter. Our client has been in business for over 10 years and Our clients experience and dedication to the industry are unparalleled as they continue to develop new lines of coverage to provide producers and policyholders with comprehensive insurance protection for their unique business needs.. So, when you make your next career move you may just want to make it here.

The Commercial Underwriter’s primary responsibilities will include:

Assist with commercial lines renewal underwriting
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
Negotiating rates and terms with carriers
Discuss coverage & forms with retail brokers
Assist with the sales process on new & renewal business
Other duties as assigned

Requirements:

An Active P&C license is required
3-5 years’ underwriting commercial multi-line insurance experience is preferred
Familiarity with Agency Management Systems and be able to adapt to new software programs and changes in technology
Professional designations are preferred and highly encouraged during employment
Strong PC skills including Word & Excel
Must be sales & production driven
Experience working in a paperless environment preferred
Must be detail-oriented and possess the ability to multi-task
Ability to work well with others in a production team environment
Committed to excellent customer service
Experience in the Cannabis Industry a plus

Compensation & Benefits:

This company offers a competitive salary and an excellent employee benefits package.

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Personal Lines CSR

2009-12-21T16:53:55-08:00

Personal Lines Customer Service Representative – Clovis, CA

Our client, with a fast paced, and professional environment, has made customer service a top priority. Having been in business for over 80 years, our client delivers expertise and customer service with the personal touch that is sometimes missing in the industry today. The Personal Lines CSR position will be on a Temp-To-Hire basis which is very similar to a probationary period. If the candidate does well they will take over the position long term.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Manage and provide daily service of personal lines insurance
Answer client inquiries
Completes necessary new business applications
Process basic certificates, endorsements, change requests and notices
Maintain thorough and accurate notes and client files
Find cross-selling opportunities for other lines of personal insurance such as mortgage insurance life insurance and other ancillary lines to existing insureds and new prospects
Other duties as assigned

EXPERIENCE, EDUCATION AND SKILLS:

P&C license required
Experience as an Account Assistant or related position servicing personal lines business for an agency
Technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
Experience with AFW and Applied agency management systems
Ability and willingness to work in an environment of constant product and market changes
Evidence of the ability to independently organize and prioritize assignments from a number of sources simultaneously
Ability to work well under pressure and to abruptly change tasks
Ability to work well with others
Ability to effectively communicate via email, in person and over the telephone
Regular and reliable attendance is required

COMPENSATION & BENEFITS:

Competitive compensation package

Contact us today! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4444

Commercial Lines CSR

2019-03-05T13:49:08-08:00

Customer Service Representative – Commercial Insurance – Rancho Cordova, CA

Our client, has made customer service a top priority in their business since they opened their doors 10 years ago. They offer commercial coverage while delivering expertise with personal assistance that is missing in the industry today.

Just as the organization puts an emphasis on customer service, it also strives to provide an environment that promotes attainable, professional growth. With several different levels within the organization, employees get to learn each step of the way. With each level of Customer Service and Account Management you gain new skills to reach the top.

We are looking for a licensed Customer Service Representative (CSR) to join our client’s team. The CSR’s responsibility is to process commercial lines accounts for customers while providing the best customer service possible.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Marketing of accounts – all lines of commercial insurance
Create proposals
Conduct renewals for various lines and carriers
Process basic certificates, endorsements, change requests and work comp notices
Assist with claims
Other duties as assigned

EXPERIENCE, EDUCATION AND SKILLS:

P&C license required
2-5 years brokerage experience preferred
Knowledge of, or experience in dealing with Cannabis Industry a plus
Familiar with commercial insurance coverage
Insurance designations a plus
Experience with an agency management system such as TAM, Sagitta, EPIC, Applied, etc. required
Ability to work well under pressure
Ability to work well with others
Ability to effectively communicate via email, in person and over the telephone
Regular and reliable attendance is required

COMPENSATION & BENEFITS:

Competetive salary and benefits package offered

Contact us today! info@insurance-relief.com, 888-292-4444

Commercial Claims Advocate

2019-01-16T11:30:16-08:00

Commercial Claims Advocate – Commercial Insurance

If you have a background in Commercial Claims and a knack for client interaction and great customer service, this career opportunity may just be the perfect fit for you. This position is with a hardworking, ever growing, retail agency that is looking for candidates with a strong background in all types of commercial insurance claims.

As the Commercial Claims Advocate you will be the primary point of contact for carrier representatives and agency clients providing customer support and guidance in the risk management and claims filing process. The Claims Advocate will be a fundamental part in ensuring client retention and satisfaction during the claims progression.

Responsibilities:

Work directly with clients to assess risk and proactively help minimize potential claims by assessing potential risk hazards
Responsible for face-to-face meetings with clients on a regular basis
Coordinate the claims communication and processes between the client and carrier, to ensure efficient flow of claims filing
Create and maintain an environment that fosters customer service
Work closely with clients to help gather the appropriate information to file a claim
Keep in steady contact with carriers and representatives throughout each claim process
Maintain claim files, diary, and/or record keeping, etc.
Review and audit regularly
Answer basic coverage questions and interpret policy language
Responsible for accurate filing of all claims
Other administrative duties pertaining to claims as needed

Required Skills & Experience

Minimum of 5 years relevant experience handling all types of commercial claims with proven experience managing complex claims including analysis, investigation and evaluation
Ability to travel to client sites on a semi-regular basis
Microsoft Office Suite experience and knowledge required (intermediate to advanced)
Excellent customer service skills
Ability to communicate effectively via email, over the phone and in person
P&C license and or a combination of education and professional insurance designations

Compensation & Benefits

Competitive salary and benefits package
401k, vacation, sick time and paid holidays

Contact us today! Click here to chat live. All Inquiries are kept confidential.
Or contact us at info@insurance-relief.com, 888-292-4440

Sr. Workers' Compensation Claims Examiner - Fresno

2019-01-22T16:45:14-08:00

The Senior Claims Adjuster responsible for the prompt and efficient examination, investigation and settlement of claims through effective research, negotiation and interaction with claimants and attorneys. The Claims Adjuster will be responsible for the understanding and knowledge of claims regulations.

Responsibilities:

Regularly report on-site to client locations
Develop and maintain relationships with clients and their department heads
Assess coverage and review claims for purposes of investigations, action plans, evaluation, fraud and claim resolution
Complete quality investigations by gathering all pertinent information to include but not limited to investigation and medical records and data
Investigate new claims to determine compensability and subrogation possibilities, determine if subrogation exists and take steps necessary to initiate recovery efforts
Conduct a thorough analysis of liability and continually assess exposure and evaluate for accurate reserves

Calculate and provide disability benefits
Determine liability for permanent disability, mitigation of costs and resolution of claim
Oversee litigation and coordination of claims handling with defense team

Qualifications:

5 years + handling California workers’ compensation claims
Current California Adjusters’ license
WCCA certification
Four year college degree in a related field is preferred
Ability to work under minimal supervision and primarily from a home office
Strong understanding of entire claims administration process
Demonstrated ability to manage relationships in a fast paced environment, while demonstrating persistence along with problem solving and decision making skills to work through a variety of challenging situations
Solid analytical abilities to review, exercise judgment and evaluate claims in order to make sound decisions
Ability to respond to requests effectively and efficiently
Strong knowledge of claim procedures, policies, technology, state laws and regulations
Proficient in communicating effectively and clearly, both orally and in writing
Capable of carrying out detailed written or verbal instructions
Ability to work independently with self-initiative
Excellent time management skills, organizational skills and ability to prioritize issues and tasks and handle large volumes of work in a short period of time
Competent in operation of computer equipment and applications

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Liability Claims Supervisor

2019-03-28T15:54:51-07:00

Supervises and directs the adjustment and administration of claims in an assigned area including but not limited to specialization in or any combination of liability, property, errors and omissions, professional liability, mass tort, class action or personal/commercial automobile claims and litigation.

May assist or otherwise participate directly in the investigation, evaluation, and disposition of complex or unusual claims.

Position Responsibilities and Accountabilities:
Receives files from the liquidator, sends acknowledgments to liquidators as necessary, reviews and assigns claim files to appropriate file handler as evidenced by:

Communications to/from liquidators
Timely distribution of incoming losses to file handlers
Internal and external Recovery Unit Audit reviews

Provides meaningful supervision of all files within the unit, monitors workloads and workflow as evidenced by:

Timely, periodic and meaningful supervisory direction within claim file log notes
Equitable weekly, monthly workload distribution
Internal and external Recovery Unit Audit reviews

Monitors reserves on files assigned within the unit as evidenced by:

Timely, periodic and meaningful supervisory direction within claim file log notes
Meaningful direction/commentary accompanying claim handler’s Authority Requests
Internal and external Recovery Unit Audit reviews

Assists in developing Plan of Action on files reserved above the claim handler’s authority and approving Plan of Action on files reserved within the claim handler’s authority as evidenced by:

Timely, periodic and meaningful supervisory direction within claim file log notes
Meaningful direction/commentary concerning the claim handler’s Plan of Action
Internal and external Recovery Unit Audit reviews

Monitors and assists file handler in dealing with defense or coverage counsel on complex or technical matters as evidenced by:

Timely, periodic and meaningful supervisory direction within claim file log notes
Internal and external Recovery Unit Audit reviews

Approves settlement authority requests above file handler’s authority and within supervisor’s authority, and recommends settlement authority for a specified amount in excess of supervisor’s own authority to claim management as evidenced by:

Documentation and approval of claim file Authority Request forms
Internal and external Recovery Unit Audit reviews

Conducts training and informational meetings within the unit as evidenced by:

Documentation memorializing unit staff meetings with agenda items discussed and attendees
Documentation memorializing unit training sessions with training topics identified
the identification of any guest speakers/presenters, and attendees

Completes performance appraisals and compensation revisions on unit staff as evidenced by:

Annual completion of performance appraisals with compensation revisions, as
appropriate

Monitors and approves Automatic Data Processing (ADP) unit staff timesheet entries as evidenced by:

Daily and per pay period approval of staff timesheets

Position Knowledge and Personal Skills:

Must have personal and commercial claims experience
General knowledge of computer skills, including e-mail, word processing and data entry
Claim system software application to property/casualty claims
Claim administration policies and procedures at the level defined by the Director of Liability Claims, Deputy Executive Director or Executive Director
Ability to work with facts and legal concepts and applying same to achieve appropriate and acceptable claim dispositions
Ability to define problems, collect data, establish facts and draw valid conclusions Ability to integrate data into valid plans of action and lead them to conclusion
Effective oral and written communication skills with the ability to plan, prepare and present material effectively, as required, to achieve the accountabilities of the position
Courteous, flexible and professional attitude and behavior when working with receivers, liquidators, management and fellow employees
Demonstrated understanding of workplace health and safety procedures

Management / Supervisory Responsibilities:

Directs and monitors the work of the assigned claim unit personnel within the Claim Department
Establishes position accountabilities and performance standards for positions within the claim unit and assures that claim policies, procedures and applicable statutes are applied
Provides regular feedback on employee performance relative to performance expectations, including an annual performance review for each employee’s position within the unit
Establishes with each employee within the unit a set of expectations and activities for the employee’s personal training and development related to improved performance and the opportunity for promotion while providing a nurturing environment to improve the employee’s skills
Ensures that claim unit work areas are clean, secure, safe and well maintained
Identifies the desired employee criteria for a new hire into a vacant position within the unit
Encourages a culture of openness, process improvement, and communication
Identifies a plan for replacing the incumbent claim handler position if such vacancy should occur

Position Education and Experience Requirements:

Education: Undergraduate degree from an accredited college or university required
Experience: At least ten years of California multiple-line, property/casualty insurance claims experience, including two or more years of prior multi-line, property/casualty insurance claim supervision or claim management experience preferred
Special Knowledge: Intermediate Microsoft Office software skills, in particular Word, Excel, PowerPoint, Publisher and Outlook. Experience with Adobe Acrobat

Personal Lines Customer Service Representative

2019-04-01T14:53:20-07:00

Personal Lines/Life and Small Business Sales Associate

A growing Insurance Agency in the Fresno area is looking to expand their team with an energetic, honest, sales super star. This agency offers great training and growth for sales people who truly care to excel in their position. With a vast array of benefits and development you are sure to love your career with this agency.

Primary responsibility will be to bring in new, profitable business revenues while renewing existing accounts and meeting individual goals to aid in overall agency objectives.

The Sales person will be responsible for consulting with clients regarding personal insurance products as well as working with them on their small business insurance needs. The ideal candidate will need to have a solid sales background with knowledge in overcoming objections and ability to handle rejection.

Responsibilities:

Meet and/or exceed all sales goals and performance objectives
Contact and qualify prospective clients and explain features and merits of coverage’s offered based on the analysis of the clients’ needs
Develop all information and recommendations for prospective and renewal accounts including completed applications
Document results of all visits in the Agency Management System
Maintain current, accurate sales records and submit timely sales reports
Develop relationships with internal marketing, sales, loss control, claims and benefit staff/departments to further service the needs of clients.
Maintain a regular course of self-improvement to satisfy license CE requirement, increase job knowledge and individual self-improvement training
All other duties as assigned

Skills and Qualifications:

Must have a Property and Casualty and Life & Health licenses
Bilingual (Spanish)
3+ years of solid sales background

Employee Benefits Customer Service Representative

2019-03-25T17:18:33-07:00

Employee Benefits Claims Service Rep.

A. JOB DEFINITION

Assists members with ancillary coverage group medical and claim and coverage questions and concerns.

B. ESSENTIAL DUTIES AND RESPONSIBILITIES

Assist members with that can include coverage issues and member level billing in relation to the claim

Explain client member Explanation of Benefits notices
Explain coverage details for client members
Assist employers with their billing issues
Work with carriers, providers client management and members
Communicates with Employee Benefits Account Executives and Account Managers
Performs other duties as required

C. QUALIFICATION REQUIREMENTS

Must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. EDUCATION and/or EXPERIENCE

Any combination of education and experience equivalent to an Associate of Arts degree (AA) or equivalent from a two?year college or technical school and three (3) plus years of experience with group medical and ancillary coverages, claims and employee benefit member services.

2. REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; and interpret a variety of instructions furnished in written, oral, diagram or schedule form.

3. LICENSES, CERTIFICATES, ETC.:

Requires possession of the appropriate insurance license as issued by the California Department of Insurance.

Commercial Lines Customer Service Representative

2018-10-24T19:52:54-07:00

We are looking for a self-motivated insurance professional with an interest in professional growth to take on the role of Commercial Lines Customer Service Representative for our retail agency client in Fowler. This position is responsible for supporting the Account Manager in all administrative aspects of commercial insurance.

Responsibilities

Responsible for the daily service requirements on assigned book of business
Binding coverage and confirming with client, Billing, Certificates, Change requests and audit processing, Review of policies and coverage breakdowns
Gather and analyze renewal exposure information with or without producer
Independently respond to correspondence, telephone, and in-person inquiries from insureds regarding coverage, policy changes, and related matters
Market renewal business and assists producer in the marketing of new business as assigned
Processes applications
Makes recommendations to producer and revise applications as needed to reduce E&O exposure
Clarify information for company underwriters to expedite quotes
Receive and review quotes for accuracy and coverage/premium comparisons
Create and prepare proposals for clients
Assist in new and renewal proposals
Independently presents renewal proposals as assigned
Assist in premium collections as requested
Perform other job related duties as assigned

Requirements

A minimum of four years insurance experience in an assistant role for a retail agency servicing commercial lines
Active CA P&C license required

Strong technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
Experience with complex, and technical accounts
Ability and willingness to work in an environment of constant product and market changes
Experience working in a paperless environment and with MSWord and Excel, is required
Knowledge of an agency management system such as TAM, Applied, EPIC, Sagitta preferred
Demonstrated ability to effectively communicate verbally and in writing with individuals at all levels, both within and outside the agency
Ability and willingness to travel with Producer to insureds, prospects, or markets as needed
Good interpersonal communication, customer service, and time management skills essential.
Ability to read, write and understand English required, bilingual in Spanish a plus

Why Insurance Relief™?

As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third party administrators to locate and place the best people for positions ranging from entry level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Insurance Call Center - Payment Queue

2019-03-08T13:30:21-08:00

Call Center Representative – Payment Processing – Sacramento, CA

We are looking for motivated individuals who have experience working a very fast paced desk in a call center environment. Our client, a very reputable insurance organization in the Sacramento area is looking for candidates to take on a 6 to 8 week temporary assignment beginning in May. The Call Center Representative will be responsible for providing customer service and payment processing to the organizations current policy holders during their renewal period.

Responsibilities

Provide excellent customer service and support via phone
Provide accurate data entry
Ability to quickly look up client account information
Process credit card payments and post payments to client account
Other duties as assigned

Requirements

Strong understanding and experience working in a call center environment and on a phone queue
Experience with accurate data entry required
Strong understanding of the expectations of being available to take back-to-back calls as well as call center metrics
Ability to work as part of a team
Desire to provide excellent customer service
Ability to make efficient use of time, staying positive, energetic and friendly
Ability to commit to an assignment lasting up to 6 to 8 weeks

Additional Details

Assignment start: May 6th lasting approximately 6 to 8 weeks
Interview process: Phone interview with Insurance Relief, Phone screen with the client, in-person interview with the client

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Sales Executive - Contract Surety

2018-09-06T16:46:47-07:00

Sales Executive – Surety - Sacramento, CA

The Sales Executive will be focused on surety accounts, creating new business opportunities while maintaining a very high retention rate on existing clients. Ideal candidates will have experience with or a clear understanding of surety bonds with a proven commercial sales and retention record, current community and business relationships, strong work ethic, motivation and determination.

RESPONSIBILITIES:

Conduct face-to-face sales meetings with prospective and current clients
Develop and maintain a strong business plan to manage and grow client relationships
Survey and educate prospects and clients to determine insurance needs, reviewing current insurance policies and risk management plans and provide the most appropriate program coverage recommendations
Continuously cross-selling or up-selling products and services as appropriate
Stay abreast of current industry changes and participate in continuing education opportunities
Flexibility to travel for client appointments
Support clients by providing technical support, product education, etc.
Provide superior customer service
Work directly with Account Managers and other team members to write business
Implement marketing strategies to gain new business
Maintain accurate record in agency management system
Assist with claims issues as they arise

EXPERIENCE AND SKILLS:

Active California P&C license
3+ years of commercial sales experience, specifically with surety bonds and/or construction required
Knowledge of a variety of commercial lines accounts
Knowledge of and experience in all commercial insurance markets/carriers preferred
Ability to travel within the territory up to 80% of the time
Strong oral and written communication skills
Strong negotiation skills
Ability to work independently while keeping open communication with the team
Ability to multi-task and work under pressure and meet deadlines and goals
Excellent problem solving skills
Demonstrate proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Upbeat and positive demeanor
Ability to maintain a high level of activity, manage multiple competing priorities, and work effectively in a results driven culture
Flexible with ability to adapt to change in a highly dynamic work environment
Outstanding written and verbal communication, presentation and time management skills

COMPENSATION & BENEFITS

Competitive base salary and commission split on new business
Full medical and dental benefits offered to employee along with other voluntary options

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager

2018-08-07T13:32:09-07:00

Employee Benefits Account Manager – Life & Health

If you have experience in employee benefits handling various sized groups, customer service and processing, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management, processing and customer service on an assigned book of business.

Responsibilities:

Responsible for providing outstanding customer service to clients
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Knowledge of COBRA Administration a plus
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package, paid time off and 401k

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Customer Service Representative

2017-06-30T13:22:57-07:00

Commercial Lines Customer Service Representative – Commercial Insurance – Stockton, CA

Our client, with a fast paced, unique, fun and professional environment, has made customer service a top priority. Serving small to medium size commercial accounts, they deliver expertise and customer service with the personal touch that is missing in the industry today.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Marketing of accounts – new and renewal commercial business
Answer client inquiries
Create proposals
Process basic certificates, endorsements, change requests and work comp notices
Maintain thorough and accurate notes and client files
Assist with claims
Other duties as assigned

EXPERIENCE, EDUCATION AND SKILLS:

P&C license required
2-5 years brokerage experience required
Familiar with all lines of commercial insurance coverage
Experience with an agency management system such as TAM, Sagitta, EPIC, Applied, etc. required
Insurance designations such as; CRIS, CISR, etc. a plus
Ability to work well under pressure and to abruptly change tasks
Ability to work well with others
Ability to effectively communicate via email, in person and over the telephone
Regular and reliable attendance is required

COMPENSATION & BENEFITS:

Competitive compensation and benefits package provided

Contact us today! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4444

Workers' Compensation Coordinator

2019-03-22T19:59:27-07:00

Workers' Compensation Claims Coordinator

Are you interested in the flexibility of a temp-to-hire position or are you more excited about getting your foot in the door with a reputable company where a temp-to-hire position could turn into a life changing career? We have a position in which both could happen, that part is up to you. Our client is looking for a Claims Coordinator with experience in the administrative functions of workers’ compensation.

Key Responsibilities:

Set up new claims in the system and ensure all required documents are present
Assist the claims department with all administrative functions
Review claims documents for accuracy and missing information
Prepare and print letters
Answer phone calls and respond to general inquiries
Other duties as needed

Requirements:

2+ years of workers’ comp claims experience
Proficient in various computer systems including Microsoft Office Suite
Ability to listen and follow instruction
Excellent, written and verbal communication skills
Strong attention to detail
Bi-lingual (Spanish)

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager

2019-04-09T12:12:51-07:00

Employee Benefits Account Manager – Life & Health
Merced, CA

Do you have experience in employee benefits handling various sized groups, customer service and processing? Do you have carrier experience and have an interest in making a move to the broker side of the industry? Have you worked in individual health and have the desire to grow in to group benefits? If the answer is yes to any of these questions, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management and retention on a designated book of business

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, health and dental coverage, 401k and more!

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines CSR

2019-04-10T17:11:49-07:00

Commercial Lines CSR – Sacramento, CA

We are looking for a solid entry level CSR with experience in commercial lines. Our client in Sacramento is looking for individuals to help keep client retention top notch while assisting with building the business by bringing on new clients. This position will be responsible for managing the day to day service as well as assisting the account manager. This is a Temp To Hire opportunity. If the right candidate succeeds at this level there is room for advancement to an account manager role.

JOB DESCRIPTION:

Day to day servicing of assigned accounts
Prompt, accurate and courteous service/communication to clients, account executives, partners, and insurance companies
Placement of Commercial Lines coverage’s for existing clients and new business prospects, coverage, rating, binders, endorsements, etc.
Customizing programs to suit individual customers, often covering a variety of risks
Service existing commercial book of business
Process Endorsements, audits and claims
Marketing renewals to different carriers and wholesalers
Negotiating coverage terms and pricing with carriers
Preparing proposals and renewing accounts directly with clients

QUALIFICATIONS:

A minimum of 1 plus year of Commercial Lines insurance experience working in an insurance brokerage
Current Property and Casualty License in California is required
Proficient working experience with computers required; WordPerfect, Excel
Current proficiency with EPIC Agency Management System
Strong knowledge of insurance terminology, coverages, policies and procedures
Good interpersonal communication, customer service and time management skills are essential
Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
Excellent written and oral communication skills
Must possess a positive attitude and a pleasant personality focused on serving customers
A self-motivated team player capable of working effectively with minimal supervision

COMPENSATION & BENEFITS

Competitive hourly rate plus benefits
Compensation will be determined based on qualifications and experience

Why Insurance Relief™?

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Insurance Agent

2019-04-18T11:45:33-07:00

Sales Agent – Commercial Lines Insurance - Sacramento, CA

The Inside Sales agent will be focused on creating new business opportunities while maintaining a very high retention rate on existing clients. Ideal candidates will have a proven commercial sales and retention record, current community and business relationships, strong work ethic, motivation and determination. Agents are regarded as having superior levels of product knowledge and giving value recommendations to clients.

RESPONSIBILITIES:

Conduct face-to-face sales meetings with prospective and current clients
Develop and maintain a strong business plan to manage and grow client relationships
Survey and educate prospects and clients to determine insurance needs, reviewing current insurance policies and risk management plans and provide the most appropriate program coverage recommendations
Continuously cross-selling or up-selling products and services as appropriate
Stay abreast of current industry changes and participate in continuing education opportunities
Support clients by providing technical support, product education, etc.
Provide superior customer service
Work directly with internal departments and other team members to write business
Implement marketing strategies to gain new business
Maintain accurate record in agency management system
Assist with claims issues as they arise

EXPERIENCE AND SKILLS:

Active California P&C and Life & Health license or willingness to obtain within 3 months of hire
3+ years of commercial sales experience required
Knowledge of a variety of commercial lines accounts
Knowledge of and experience in all commercial insurance markets/carriers preferred
Strong oral and written communication skills
Strong negotiation skills
Ability to work independently while keeping open communication with the team
Ability to multi-task and work under pressure and meet deadlines and goals
Excellent problem solving skills
Demonstrate proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Upbeat and positive demeanor
Ability to maintain a high level of activity, manage multiple competing priorities, and work effectively in a results driven culture
Flexible with ability to adapt to change in a highly dynamic work environment
Outstanding written and verbal communication, presentation and time management skills

COMPENSATION & BENEFITS

Competitive base salary and commission split on new business
Full medical and dental benefits offered to employee along with other voluntary options

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - Small Business Unit

2019-04-10T17:47:15-07:00

Commercial Lines Account Manager-Small Business Unit

Are you a Commercial Lines Account Manager with experience in SBU? Are you looking for a remote opportunity? We are looking for a Commercial Lines Account Manager in the San Luis Obispo area to help build and foster client relationships in there Small Business Unit. We are looking for an Account Manager with unwavering commitment to high-quality customer service, someone with in-depth knowledge of insurance coverages and who is able to give sound advice to a wide range of clientele. This is a temp to hire opportunity, however, if you live in the San Luis Obispo area and can work directly out of our client’s office this can be a direct hire position from the start.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Regularly receives service requests from existing customers, insurance companies or staff and completes required actions by using sound judgment of best practices of insurance industry. Service requests can include coverage questions, billing questions, change requests and general advice and require timely, courteous and knowledgeable responses
Always analyze accounts to be sure client files are updated and accurate by completing applications, reviewing policy documents, and obtaining additional or missing information from insured as necessary
Often prepares and provides information to clients using effective presentation skills through both verbal and written communications
Normally reviews and analyzes insurance policies, endorsements, and certificates/evidences for appropriateness of coverage
Regularly updates Supervisor on work status to allow for effective use of resources to meet service goals in the most prompt, accurate and positive manner
Often meets in person or remotely with Supervisor, Sales Executives, and Marketing staff to determine renewal strategies for assigned accounts
Regularly accesses and navigates numerous carrier websites to execute online inquiries and policy changes
Frequently composes formats, finalizes, interprets, distributes, researches, compiles, calculates, analyzes, processes and maintains data in various forms using a variety of office equipment and software applications, including spreadsheets and databases
Always maintains a concern for timeliness, completeness, and accuracy when interacting with clients, department staff, and carrier personnel to minimize potential for errors & omissions claims
Constantly builds relationships/partnerships by listening attentively, solving problems creatively, and using tact and diplomacy to find common ground
Frequently interfaces with internal partners in Accounting, Administration, Marketing, Operations, Risk Management, Sales and Support units to research and develop solutions for client needs
Continually expands technical knowledge of market trends and company information to stay informed of current industry standards
Always demonstrates an enthusiastic, flexible, dependable, and helpful attitude under pressure to achieve win-win outcomes
Continuously offers innovative ideas and suggestions for the purpose of increasing productivity and efficiency in workflows

ESSENTIAL COMPETENCIES, SKILLS AND ABILITIES

To perform the job successfully, an individual should demonstrate the following:

Innate critical thinking ability, good analytical skills, highly organized, uses good judgment
Able to work both independently and collaboratively (team player) consistently punctual and dependable.
Able to recognize urgent tasks, learn and master new concepts, great interpersonal skills, positive work ethic
Readily adaptable to changing priorities and direction, excellent verbal and written communication skills
Meet tight deadlines without compromising quality, professional demeanor, problem solving skills

OTHER ESSENTIAL EXPECTATIONS

Current California Property & Casualty license
Constant, quick, and accurate use of a personal computer, agency automation system, calculator, scanner, and phone
Proficiency in the mechanics and applications of various software programs, including but not limited to Adobe Acrobat, Internet Explorer, Microsoft Excel, Outlook, Windows, and Word
An in-depth understanding of the Independent Insurance Agency system

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Customer Service Representative

2019-03-20T16:50:27-07:00

Employee Benefits Account Manager – Life & Health

Responsibilities:

Responsible for providing outstanding customer service to clients
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Knowledge of COBRA Administration a plus
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package, paid time off and 401k

Contact us today! info@insurance-relief.com, 888-292-4440

Workers' Compensation Auditor/Call Center

2019-03-08T16:31:17-08:00

Workers Compensation Premium Auditor/Underwriter – Sacramento, CA

Our client in Sacramento is looking for a candidate experienced in workers’ compensation as either a premium auditor and/or underwriter. This is a temporary position that could go temp to hire for the right candidate position.

Primary Job Functions:

Assist the underwriting department in processing voluntary premium audits on members policies in CA
Responsible for verifying member employee staff through payroll records, time cards etc. and set up billings or refunds based on the findings
Data entry, analyze exceptions and inclusions (owners, family works, OT, bonuses, documentation needed)
Handle additional tasks assigned by the marketing department

Requirements:

3 to 5 years of experience dealing with workers compensation in an underwriting or premium auditor capacity on the carrier side
Familiarity with exemption codes
Ability to understand the purpose of the audit
Ideal candidates are analytical with the ability to look at a process and speak up to make suggestions on improvements
Ability to complete multiple projects in a timely manner
Ability to work on a team
Technical knowledge of premium audits
Strong attention to detail and high levels of accuracy

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager

2019-04-22T18:12:37-07:00

Commercial Lines Account Manager – Trucking Industry

Are you a Commercial Lines Account Manager with trucking experience ready to start looking for your next career opportunity? If so, than this just might be the opening for you! Our client is seeking an energetic Commercial Lines Account Manager to work with an Insurance Brokerage in the Sacramento area specializing in trucking accounts. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in dealing with trucking.

The ideal Commercial Lines Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service and administration. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business. This position entails a great deal of communication interacting with clients and insurance company representatives.

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on additional coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
Trucking Account experience required
5+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with multiple agency management systems
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager

2018-06-27T19:06:03-07:00

Commercial Lines Account Manager – Property & Casualty

Are you a Commercial Lines Account Manager ready to start looking for your next career opportunity? How about a chance to join a team with tremendous opportunity for growth? We are seeking an energetic, experienced Commercial Lines Account Manager to work with a very reputable Insurance Brokerage in the Sacramento area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines.

Imagine having the ability to manage a fast-paced desk that provokes healthy challenges and rewarding results. You will work with a professional team offering exceptional customer service to a book of business consisting of a variety of complex accounts. This includes servicing accounts from beginning to end while providing exceptional customer service to current and prospective clients.

The ideal Commercial Lines Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business. This position entails a great deal of communication interacting with clients and insurance company representatives.

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on addition coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
5+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

COMPENSATION & BENEFITS:
The company offers a competitive salary with an exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

Contact us today! info@insurance-relief.com, 888-292-4440

Underwriting Assistant

2019-03-04T11:36:32-08:00

Underwriting Assistant

Do you have experience in the commercial insurance industry and looking for a temporary opportunity to get your foot in the door with a great company? We have the position for you. As an Underwriting Assistant you are responsible for assisting the Underwriting department with a special project to serve the organizations policyholders. This means we need a detail oriented, dependable, self-starter with the ability to effectively and confidently ask questions when there are issues or discrepancies along with the ability to speak professionally with clients when needed.

Responsibilities & Key Objectives:

Review documents in a timely manner for important details pertaining to underwriting guidelines
Promote good customer relations through direct and indirect contact with all in-state and out of state brokers
Respond to Department inquiries via telephone and email
Verify and produce critical information for file documentation (dates, premium, policy numbers, claims reports, applicable forms, subject to items, etc.)
Communicate with Underwriting staff on eligibility
Approve/decline limit changes for all lines of coverage
Gather information needed for discount requests for all lines of coverage
Loss run reporting and third party requests for information
Maintain communication with Underwriter staff on change requests outside of individual authority and secure Underwriter direction as needed
Assist in preliminary research on projects, new programs and coverages
Complete department specific reports, counts or projects
Assist Data Entry on an as-needed basis

Required Education, Experience, Skills and Abilities:

High school diploma or GED required
1+ years’ experience working in the insurance industry, preferably in the service and/or clerical area
Property and Casualty License preferred
Computer skills required
Knowledge of insurance terminology and concepts is desirable
Ability to work independently with minimal supervision
Prioritize workload to meet all deadlines
Must possess strong organization and analytical skills
Strong attention to detail
Ability to adapt to a changing environment
Requires excellent interpersonal, verbal and written communication skills

Commercial Lines Account Manager

2019-03-27T16:50:17-07:00

Commercial Lines Account Manager – Insurance
Fresno, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a book of business? We are looking for a Commercial Lines Account Manager with high-energy, who is team-oriented, people-friendly and professional. If you thrive in the excitement of meeting deadlines and objectives and exceeding client expectations we want you.

Duties will include:

Responsible for staying in direct contact with clients and providing excellent customer service
Consult with clients on coverage options and offer the most appropriate coverage for the client
Responsible for marketing new and renewal business
Developing and maintaining relationships with carriers
Processing binders and confirmation of coverage to clients
Handling certificates and change requests
Audit processing
Initial review of policies and preparation of coverage breakdowns
Responding to correspondence, telephone and in-person inquiries from insureds regarding coverage, policy changes, premium payments and related matters
Receiving and reviewing quotes for accuracy
Creating and preparing proposals for clients
Assisting in gathering of renewal exposure information with producer
Performing other job related duties as assigned

Job Qualifications:

P&C license required
3+ years of Commercial Lines Account Management experience
Excellent oral and written communication skills
Ability to effectively assess risk
Ability to function in a team environment
In-depth knowledge of various insurance coverages, products and agency procedures

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Assistant

2019-03-27T16:52:29-07:00

Employee Benefits Assistant – Group Life & Health – Fresno, CA

If you have experience working in the administrative functions of group health insurance benefits you’ll want to explore this awesome career opportunity. Our client is seeking a strong, self-motivated candidate who has experience dealing with various sized employee groups handling all customer service and processing. The Employee Benefits Assistant will be responsible for assisting the department in the day-to-day management, processing and customer service or benefit groups.

Responsibilities:

Responsible for providing backup to the customer service department by providing outstanding customer service
Responsible for supporting the sales team in processing new business and assisting with marketing projects
Stay organized and participate in daily and monthly team meetings
Maintain current and accurate notes and files in customer database
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Respond in a timely manner to client requests via email, phone and in person
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
1+ years’ experience working with employee benefits
Knowledge of multiple health and life insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package, paid time off and 401k

Contact us today! Click here for a live chat or email/call us at info@insurance-relief.com or 888-292-4440

Commercial Lines Account Manager - Bakersfield, CA

2018-11-07T17:58:57-08:00

Commercial Lines Account Manager – Property & Casualty
Bakersfield, CA

Are you a Commercial Lines Account Manager ready to start looking for your next career opportunity? How about a chance to join a team with tremendous opportunity for growth? We are seeking an energetic, experienced Commercial Lines Account Manager to work with a very reputable Insurance Brokerage in Bakersfield. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines.

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on addition coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
3+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

COMPENSATION & BENEFITS:
The company offers a competitive salary with an exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - Woodland, CA

2018-09-25T17:01:44-07:00

Commercial Lines Account Manager – Agriculture Insurance – Woodland, CA

Join a dynamic insurance team where the drive for personal growth is rewarded and customer focus and dedication is the key to success. We are looking for an experienced Commercial Lines Account Manager with specific experience in agriculture insurance in the Woodland. This role requires an individual who is professional displays the drive, determination, and self-motivation to help build retain business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business.

Responsibilities of the Account Manager:

Provides a high level of support to Producers in obtaining, maintaining, and expanding business
Manage a book of business, while acting with a high degree of independent discretion, autonomy, and decision-making
Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and company employees
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability
Stays up on changes in the insurance industry and other external conditions that may impact clients. Makes appropriate recommendations to clients in response to those changes
Responsible for overall retention of accounts in assigned book of business
May manages, organize, and conduct client meetings when necessary
Appropriately documents conversations with clients and carrier representatives and updates all notes in the agency management systems when necessary and ensures the accuracy of data in those systems
May supports, mentor and train lower level Account Managers and Assistant Account Managers, as necessary
Attend industry related continuing education training and courses

Requirements:

3 + years as an Account Manager with a niche in agriculture
Current P&C license
Experience working with all sized account accounts
Knowledge of various commercial accounts, construction and contractors a plus
Excellent oral and written English communications skills
Superior customer service and problem solving skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Ability to work in a positive team environment
Ability to work a regular, full-time work schedule and ability to travel on business when required
Advanced professional designation highly desirable (e.g. AFIS, CIC, etc.)