Insurance manager Jobs in Santa Ana, CA

Job Description

Job Description

Salary : $70,000-90,000 plus commission!

Our client in the insurance industry (property, commercial and residential) is looking for an Account Manager to join their growing team in Lake Forest, CA. This is a full-time and long term role, that is hybrid- two days a week in the office. There is a large book of business for you to start with and then expand as well.

Day-to-Day Duties :

• Manage a $3 million book of business, including various industries
• Support in business development for existing and potential clients
• Ensure accuracy in coverage, dates, premiums, and other details
• Facilitate communication between agents, underwriters, and clients
• Handle cancellation and non-renewal notices in a timely manner
• Respond to service-related requests from internal teams, reinsurers, and clients
• Manage certificates, resolve queries, and provide quotations and binders
• Oversee renewal activities and handle client accounting inquiries
• Provide guidance to staff and ensure client retention
• Maintain accurate data in the agency management system
• Create proposals, follow up on signed forms and payments
• Forward claims to carriers

Must-Have Requirements :

Salary : Base of $75K-$90K plus commission on any new business brought in, end of year bonus, generous medical, dental and vision benefits, 401k, PTO and paid sick days.