The position is primarily responsible for development and servicing of existing client accounts including issuing new policies, responding timely to policy change requests, answering billing inquiries and providing claims support. You will also assist Producers with both new and renewal business providing client account onboarding support, development and retention; this includes engaging clients in periodic annual reviews to assist them avoid gaps in coverage and expanding their overall financial protection.

A day as an INSURENEX Account Manager will require and include:

Ability to multi-task as an essential part to job performance

Confidence to handle yourself on the phones with clients with grace and ease

Utilize proven marketing systems, or those you may develop, to reach potential and existing clients to offer new products and coverage features that are aligned with their goals

Interact with banks, lenders, finance and escrow companies regarding certificates of insurance

Responding timely to requests for coverage overviews, policy changes and billing inquiries

Working with underwriters and insurance company personnel for risk approval and retention

Presenting and issuing new policies for new and existing clients

Attending to lapsed policies/rewrites/reinstatement on a daily basis

Use of suspense/calendaring tools and client file documentation

The qualified Account Manager candidate will be able to communicate effectively and have at least a high school diploma, although a college degree is preferred. You will also have a minimum of three (3) years of experience:

California Property & Casualty License

Knowledge of personal policy forms, i.e. Umbrella, HO3, HO4, HO6, Landlord Protection, Auto

Sales and/or client services experience

Bilingual Spanish Speaking a MUST

Exceptional communication skills, both written and verbal

Ability to analyze and revise position systems and procedures to improve efficiency

Superior organization skills and dedication to completing projects in a timely manner

Proficiency in Microsoft Office suite of software and agency automation systems

Desire to pursue ongoing growth and development

Desire to participate, volunteer and be active in the community

Health, Dental and Vision Insurance plans available

Ongoing training and development from a family-oriented business environment

Stability and growth opportunities inside our awesome team

A fun environment where your contributions are valued and celebrated

Bonuses, Incentive Program, Awards/Recognition