Commercial Insurance Assistant Account ManageriStaff Pros • Orinda, CA, US

Commercial Insurance Assistant Account Manager

iStaff Pros • Orinda, CA, US

2 days ago

Job type

Full-time

Permanent

Job description

Job Description

Commercial Insurance Assistant Account Manager

We’re seeking a brilliant Commercial Insurance Assistant Account Manager to join our growing team! Come be a part of a family-owned Insurance Brokerage serving clients who appreciate the value of working with an established, reputable company.

Key Responsibilities :

Determine customer requirements and expectations to identify the best products and solutions
Assist Agency Producers with new business processing and follow-up
Review renewal business and take appropriate follow-up action based on degree of change
Cross-sell and up-sell products to existing clients
Retain clients at the point of cancellation through proactive communication
Keep accurate records of customer interactions, inquiries, and actions taken
Assist with annual reviews and prepare personalized coverage recommendations
Prepare renewal and new business packets for Producers
Perform risk analysis and field underwriting
Serve as a client and claims liaison, monitoring claims and communication
Solicit, sell, and negotiate new business policies
Schedule appointments for Producers to meet with clients
Perform other duties as assigned

What You Bring :

High-energy, positive attitude with a strong work ethic

Ability to meet individual performance goals and metrics

Excellent multitasking and organizational skills

Strong attention to detail and follow-through

Outstanding written and verbal communication skills

Solid understanding of insurance products, billing, and underwriting basics

Team-oriented mindset — open to feedback and collaboration

Empathetic and professional communication style with clients

Problem-solving mindset and ability to find timely solutions

Strong computer skills, including Windows and Microsoft Office

Familiarity with Acord applications, supplemental applications and customer data collection

Benefits & Perks :

Competitive guaranteed hourly wage

Commission and bonus opportunities

Medical, dental, and vision benefits

401(k) with employer match

Paid product training and continuing education

Career advancement opportunities

Employee rewards and discounts

And much more!

This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must successfully complete applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers Insurance.

This is a full-time Permanent position

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Commercial Insurance Account Manager • Orinda, CA, US